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Robert Pate Ellington-montes

Lasalle ST. Investment Advisors, LLC

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About Robert Pate Ellington-montes

Robert Ellington-montes is an investment advisor representative registered with LaSalle St. Investment Advisors, LLC. Robert has been in the industry since 2012. Robert has been with LaSalle St. Investment Advisors, LLC since 2023. Robert has worked at several other firms in the past, including Securities America, Inc. and PFS Investments Inc. Robert is licensed to provide investment advisory services in Arizona, Florida, Montana, Oregon, Pennsylvania, and Texas.

Firm Information

Robert Ellington-montes 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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Robert Ellington-montes’s Registration & Firm History

MT

08/03/2023 - Present

Lasalle ST. Investment Advisors, LLC (Missoula MT)

MT

02/12/2021 - 05/02/2023

SECURITIES AMERICA, INC. (MISSOULA MT)

MT

10/01/2014 - 02/10/2021

PFS INVESTMENTS INC. (Missoula MT)

TN

10/22/2008 - 09/02/2010

PFS INVESTMENTS INC. (MURFREESBORO TN)

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Licenses & Designations

IA

Issued 08/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Pate Ellington-montes. Review regulatory record here.
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