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Andrew Depatie

Lasalle ST. Investment Advisors, LLC

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About Andrew Depatie

Andrew Depatie is an investment advisor representative at Lasalle St. Investment Advisors, LLC. Andrew is registered with the state of California as an investment adviser representative. Andrew has been in the securities industry for over 5 years. Andrew is currently registered with the state of California, Colorado, Massachusetts, Michigan and New Hampshire as an investment advisor representative. Andrew is also registered with FINRA as a general securities representative and a securities industry essentials professional. Andrew has passed the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination. Andrew has experience in financial planning and portfolio management.

Firm Information

Andrew Depatie is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Depatie’s Registration & Firm History

IL

06/21/2023 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

MA

07/26/2018 - 06/05/2023

EDWARD JONES (PEABODY MA)

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Licenses & Designations

BOTH

Issued 08/16/2018

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Depatie.
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