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Todd Stuart Morgan

Lasalle ST. Investment Advisors, LLC

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About Todd Stuart Morgan

Todd Morgan is an investment advisor representative at Lasalle St. Investment Advisors, LLC. Todd has been in the industry since August 1984. Todd is registered in 28 states and has a Series 65, Series 63, Series 24, Series 8, Series 10, Series 9, Series 7, and SIE. Todd is located at the firm's Elmhurst, Illinois office and is a member of FINRA and SIPC.

Firm Information

Todd Morgan 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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Todd Morgan’s Registration & Firm History

IL

12/09/2024 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

NY

10/08/1984 - 05/23/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

08/21/1984 - 10/23/1984

KOBRIN SECURITIES, INC.

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Licenses & Designations

IA

Issued 04/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/14/2004

Series 24 - General Securities Principal Examination

BC

Issued 07/30/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Todd Stuart Morgan. Review regulatory record here.
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