David Lefebre
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
11 yearsExperience
5 statesRegistered in
$5.7BFirm assets
37 yearsFirm in business
Are you David Lefebre? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Feb 2025 to now
- Cadaret, Grant & Co., Inc.Feb 2022 to now
- Lincoln InvestmentJul 2020 to Feb 2022
- HSBC Securities USA, Inc.Aug 2018 to Jun 2020
- HSBC Bank USA, NAJul 2018 to Jun 2020
- HSBCJun 2017 to Aug 2017
- Brook Lea Country ClubMay 2016 to Jul 2018
- St. Bonaventure AdmissionsJan 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 5 states (CO, NC, NY, OH, PA).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 yearsIn 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
- 6959620
- Firm CRD
- 109701