Juliette C. Romeo

STYBR & ASSOCIATES

ARLINGTON HEIGHTS, IL 60005

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CRD#: 1607098

Professional summary

Juliette Christine Romeo 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.

Juliette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Juliette 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.

ACTS AS A TRUSTEE ON TWO FMAIL TRUST ACCOUNTS FOR HER FAMILY. INVESTMENT-RELATED. NAMES OF TRUSTS: PAUL GILBERT ILIT AND NANCY ROMEO SALVATOR ILIT. DEVOTES LESS THAN AN HOUR A MONTH TO THIS ACTIVITY; FIXED INSURANCE; JULIETTE CHRISTINE ROMEO- RENTAL OF 1/2 OF OWNER-OCCUPIED 2-FLAT; JULIETTE CHRISTINE ROMEO- ATTORNEY AT LAW- PRACTICE OF LAW & TAX PREPARATION; STYBR & ASSOCIATES- REGISTERED INVESTMENT ADVISORY. RIA; LASALLE ST. INVESTMENT ADVISORS, L.L.C.- RIA;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juliette Christine Romeo'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 6, 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.

CRD#: 7191

NORTH AURORA, IL

Past

June 18, 1989 - December 31, 2003

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 28, 1987 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

December 26, 1986 - July 11, 1987

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

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".

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.

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

California
(1/2/2024)

Connecticut
(6/27/2019)

Florida
(1/2/2004)

IAR

Illinois
(7/8/1998)

Illinois
(1/2/2004)

Indiana
(1/2/2004)

Nevada
(2/22/2023)

New Jersey
(1/2/2004)

New York
(1/2/2004)

South Carolina
(1/9/2015)

Texas
(4/5/2023)

Washington
(4/25/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/24/1990

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

CRD#: 109701 / SEC#: 801-33422

RIA

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

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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 (46 States and Territories)

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 Accounts	11,941
AUM (Assets Under Management)	$ 4,346,509,887

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Juliette C. Romeo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juliette Christine Romeo's CRS (Customer Relationship Summary).

Certified licenses

Experience

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

LASALLE ST SECURITIES, L.L.C.

SUNAMERICA SECURITIES, INC.

SOUTHMARK FINANCIAL SERVICES, INC.

BLINDER, ROBINSON & CO., INC.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/1998

Series 63

Date: 12/16/1986

SIE

Date: 10/1/2018

Series 7

Date: 12/20/1986

Series 24

Date: 7/24/1990

FINRA

Current Firm

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

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

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

TRUST BUT VERIFY

Contact information

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