Levi John Palomo
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
15 yearsExperience
5 statesRegistered in
$5.7BFirm assets
37 yearsFirm in business
Are you Levi John Palomo? 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
15 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Apr 2025 to now
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsJan 2022 to Nov 2024
- Securities America, Inc.Dec 2021 to Jun 2024
- TD AmeritradeJun 2020 to Nov 2021
- StudentDec 2011 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 5 states (IL, LA, MA, MI, NC).
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
- 7167416
- Firm CRD
- 109701