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Theodore Joseph Zamerski

Lasalle ST. Investment Advisors, LLC

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About Theodore Joseph Zamerski

Theodore Joseph Zamerski is a financial advisor with Lasalle ST. Investment Advisors, LLC. Theodore is a Certified Public Accountant and has been a financial advisor since 1994. Theodore is registered to provide investment advice in Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Theodore is also registered with FINRA and the Securities Industry and Financial Markets Association (SIFMA) as a Registered Representative. Theodore has specializations in securities, investment advisory, and retirement planning. Theodore is dedicated to providing high-quality financial advice and helping clients reach their financial goals.

Firm Information

Theodore Zamerski 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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Theodore Zamerski’s Registration & Firm History

MD

11/18/2020 - Present

Lasalle ST. Investment Advisors, LLC (BelAir MD)

TX

12/22/1993 - 01/07/1998

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

BC

Issued 03/22/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/10/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Joseph Zamerski.
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