Matthew E. Powell

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

Cincinnati, OH 45242

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CRD#: 1954670

Professional summary

Matthew Edward Powell is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Cincinnati, Ohio and LASALLE ST SECURITIES, L.L.C. located in Cincinnati, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Matthew has worked at 10 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.

BLACKSTONE STREET WEALTH, LLC; DBA; 8170 CORPORATE PARK DRIVE, SUITE 136, CINCINNATI, OH 45242. FINANCIAL ADVISOR; MANAGING DIRECTOR; FINANCIAL PLANNING FOR INDIVIDUALS; 160 HOURS PER MONTH; ALL HOURS DURING TRADING HOURS. DC LOVELAND PROPERTIES- PART OWNER OF REAL ESTATE HOLDING COMPANY. Fixed Insurance LaSalle St Investment Advisors LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Powell'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

September 14, 2018 - Present

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

Office #1: 8170 Corporate Park Dr Suite 136, Cincinnati, OH 45242

RIA

CRD#: 109701

Cincinnati, OH

Current

September 14, 2018 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 8170 Corporate Park Dr Suite 136, Cincinnati, OH 45242

CRD#: 7191

Cincinnati, OH

Past

March 12, 2010 - September 17, 2018

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

CINCINNATI, OH

Past

March 12, 2010 - September 17, 2018

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

CINCINNATI, OH

Past

November 13, 2009 - March 15, 2010

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

LOVELAND, OH

Past

November 13, 2009 - March 15, 2010

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LOVELAND, OH

Past

September 16, 2005 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CINCINNATI, OH

Past

October 13, 2004 - November 13, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

CINCINNATI, OH

Past

January 30, 1995 - October 13, 2004

LUMENT SECURITIES, LLC

CRD#: 14840

COLUMBUS, OH

Past

August 22, 1994 - December 20, 1994

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

August 8, 1994 - August 19, 1994

WESTFIELD FINANCIAL CORPORATION

CRD#: 8143

NEW YORK, NY

Past

July 18, 1989 - September 15, 1994

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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

Florida
(5/30/2019)

IAR

Florida
(11/15/2019)

Indiana
(9/14/2018)

IAR

Indiana
(10/18/2019)

Kentucky
(9/14/2018)

IAR

Kentucky
(11/13/2018)

New Mexico
(9/14/2018)

IAR

New Mexico
(2/17/2023)

Ohio
(9/14/2018)

IAR

Ohio
(9/14/2018)

IAR

Texas
(7/15/2024)

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: 9/10/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1989

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: 7/15/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/28/1993

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

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

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Matthew E. Powell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Powell's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

INVESTMENT ADVISORS CORP

BROKER DEALER FINANCIAL SERVICES CORP.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

LUMENT SECURITIES, LLC

H.J. MEYERS & CO., INC.

WESTFIELD FINANCIAL CORPORATION

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2005

Series 63

Date: 8/10/1989

SIE

Date: 10/1/2018

Series 7

Date: 7/15/1989

Series 24

Date: 10/28/1993

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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