Willow Grove, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
LaSalle St. Investment Advisors, L.L.C.
Multi-team
Firm-wide stats for LaSalle St. Investment Advisors, L.L.C.
About
LaSalle St. Investment Advisors (LSIA) provides personalized, fee‑based financial planning and investment supervisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses. Its service menu includes the non‑discretionary LaSalle St. Asset Management Program (LAMP), managed discretionary programs, qualified plan consulting, third‑party manager selection and monitoring, subadvisor/co‑advisor arrangements, and written financial plans.
The firm offers both non‑discretionary and discretionary approaches: LAMP is managed on a non‑discretionary basis requiring client approval of recommendations, while other managed programs grant LSIA discretion and rely on asset‑allocation models, periodic rebalancing, and a mix of mutual funds, ETFs, equities, fixed income and options. LSIA also recommends and supervises third‑party managers, participates in wrap platforms (including Fidelity’s FMAX), and generally executes through its affiliated broker‑dealer LaSalle St. Securities with clearing relationships at National Financial Services/Fidelity.
A distinguishing operational feature is the firm’s asset mix: as of December 31, 2025 LSIA reported about $3.9 billion managed non‑discretionary versus about $1.84 billion managed discretionary (plus roughly $225 million under advisement), a predominance of non‑discretionary assets that is uncommon for large enterprise advisers. The brochure also discloses routine fee‑sharing and solicitor/co‑advisor arrangements (with typical solicitor splits described around 1.00%), and expense‑sharing and clearing relationships with its affiliate — characteristics that bear on conflicts of interest and trade execution practices.
Expertise
Location
1000 Easton Road
Willow Grove PA 19090
Advisors at this office
3
Advisors at this office
Joseph S
Series 63, Series 65
Willow Grove, PA
LaSalle St. Investment Advisors, L.L.C.
Joseph Sarappo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to his current role, he worked at Comprehensive Asset Management & Servicing, Inc. and Retirement Planning Specialists, Inc., where he also serves as president and CEO. Outside of finance, Sarappo owns and oversees operations of Sarappo's Pizza locations in Pennsylvania. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs, emphasizing a predominance of non-discretionary assets, and uses a diversified mix of investment products and third-party manager oversight.
Thomas D
CFA®, Series 63, Series 66
Willow Grove, PA
LaSalle St. Investment Advisors, L.L.C.
Thomas Damasco is a CFA® charterholder with 15 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior roles include positions at TD Private Client Wealth LLC, TD Bank, N.A., TD Ameritrade, Merrill, and Ameriprise. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix.
Kyle J
Series 65
Willow Grove, PA
LaSalle St. Investment Advisors, L.L.C.
Kyle Jennings is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and seven years of industry experience. He previously worked at Retirement Planning Specialists, Inc. for three years and has been involved with Chickies N' Petes since 2013. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing asset-allocation models and a variety of investment vehicles.
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