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DS

Daniel C. Stybr

STYBR & ASSOCIATES
ARLINGTON HEIGHTS, IL 60005
Some features on this profile are disabled
CRD#: 1016077
DS

Professional summary

Daniel Carter Stybr is a registered financial advisor currently at STYBR & ASSOCIATES located in Arlington Heights, Illinois and LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in North Aurora, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Carter Stybr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 8, 1998 - Present

STYBR & ASSOCIATES

Office #1: 203 S. Arlington Hts. Rd, Arlington Heights, IL 60005
RIA
CRD#: 122957
ARLINGTON HEIGHTS, IL
Current

January 9, 2006 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
NORTH AURORA, IL
Current

January 2, 2004 - Present

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
NORTH AURORA, IL
Past

June 18, 1989 - December 31, 2003

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 18, 1983 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

October 22, 1981 - October 25, 1983

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/2/2004)
IAR
California
(10/5/2009)
RR
Florida
(1/2/2004)
IAR
Florida
(1/9/2006)
IAR
Illinois
(7/8/1998)
RR
Illinois
(1/7/2004)
RR
Indiana
(1/8/2004)
RR
Michigan
(3/20/2020)
RR
Montana
(4/15/2008)
RR
New Jersey
(1/2/2004)
RR
New York
(1/2/2004)
RR
Wisconsin
(2/17/2005)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/11/1984
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)
PREMIUM
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Contact information

Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
Phone number
(630) 600-0500
Established
Firm type
Fiscal year end
# of Employees
144

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts11,941
AUM (Assets Under Management)$ 4,346,509,887

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701Arlington Heights, IL 60005

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Contact information

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