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BS

Bruce N. Saxon

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CRD#: 1507740
BS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Nmn Saxon, who also goes by Bruce Saxon, was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1986. Bruce had worked at 9 firms and has passed the Series 63, Series 65, Series 99TO, Series 52TO, SIE, Series 50, Series 7, Series 14, Series 54, Series 53, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bruce Saxon

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 23, 2019 - September 14, 2020

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

BD
CRD#: 157625
CHICAGO, IL
Past

November 20, 2013 - August 2, 2017

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

BD
CRD#: 157625
CHICAGO, IL
Past

November 20, 2013 - July 9, 2024

JONES LANG LASALLE SECURITIES, LLC

BD
CRD#: 120738
Phoenix, AZ
Past

February 6, 2006 - October 31, 2013

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

May 20, 2002 - December 31, 2005

HARRISDIRECT LLC

RIA
CRD#: 42159
CHICAGO, IL
Past

May 17, 2002 - December 31, 2005

HARRISDIRECT LLC

BD
CRD#: 42159
CHICAGO, IL
Past

December 9, 2000 - June 28, 2002

HARRIS INVESTORLINE INC.

BD
CRD#: 6362
SEATTLE, WA
Past

February 18, 2000 - December 9, 2000

HARRIS INVESTORLINE

BD
CRD#: 6580
CHICAGO, IL
Past

August 19, 1999 - April 15, 2000

HARRIS INVESTORS DIRECT, INC.

BD
CRD#: 17664
CHICAGO, IL
Past

July 21, 1992 - August 22, 1999

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

May 21, 1986 - January 14, 1987

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/12/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LI
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC
LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

CRD#: 157625 / SEC#: , 8-68856

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
333 West Wacker Drive Suite 2300, Chicago, IL 60606
Mailing Address
333 West Wacker Drive Suite 2300, Chicago, IL 60606
Phone number
(312) 897-4000
Established
Delaware since 03/10/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LASALLE INVESTMENT MANAGEMENT INC.MEMBER109307
DORFMAN, ESTEE CARLAFINOP, PRINCIPAL FINANCIAL OFFICER2696529
FIGUS, ANDREW NMNPRINCIPAL OPERATIONS OFFICER6055035
FREEMAN, ROBIN DAWNCHIEF COMPLIANCE OFFICER2611849
MEYER, KRISTINA LYNNEPRESIDENT AND GENERAL SECURITIES PRINCIPAL6653787

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 INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

CRD#: 157625

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