Steven Mitchell Laska
Investment adviser representative at Trillium Wealth LLC
10 yearsExperience
6 statesRegistered in
$544.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Trillium Wealth LLCJul 2024 to now
- Cwm, LLCJun 2021 to now
- Cor Leonis ConsultingJan 2018 to now
- Carson WealthJan 2024 to Jul 2024
- Hodges Capital Management IncNov 2019 to Feb 2020
- Carson Group Holdings, LLCJun 2019 to Dec 2023
- Dgs Capital ManagementApr 2018 to Dec 2019
- Cipperman Compliance Services LLCMay 2017 to Dec 2017
- Visionquest Wealth Management, LLCJan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 6 states (FL, IL, NC, NY, PA, TX).
Trillium Wealth LLC
$544.6MAssets managed
629Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2559407
- Firm CRD
- 341186