Timothy J. Reed

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

East Aurora, NY 14052

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CRD#: 2364340

Professional summary

Timothy Jon Reed, ChFC® is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in East Aurora, New York and LASALLE ST SECURITIES, L.L.C. located in Lenox, Massachusetts.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.- RIA; FIXED INSURANCE; KAFL - APPOINTED WITH THIS COMPANY DOING INSURANCE SALES; Beneficiary 2 JNL Variable Annuities for Domestic Partner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jon Reed'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

June 21, 2021 - Present

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

Office #1: 634 Main Street Suite 200, East Aurora, NY 14052

RIA

CRD#: 109701

East Aurora, NY

Current

September 18, 2006 - Present

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

Lenox, MA

Past

July 12, 2007 - December 31, 2013

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

RIA

CRD#: 109701

EAST AURORA, NY

Past

September 10, 2004 - September 25, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

WILLIAMSVILLE, NY

Past

December 14, 1994 - October 5, 1999

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

Past

June 29, 1994 - December 14, 1994

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

August 17, 1993 - June 22, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

IAR

Arizona
(5/27/2025)

California
(3/7/2022)

Colorado
(1/7/2022)

Florida
(1/2/2008)

IAR

Florida
(7/27/2023)

Indiana
(4/30/2019)

Massachusetts
(6/29/2020)

Mississippi
(1/3/2023)

IAR

Mississippi
(6/28/2023)

New Jersey
(3/7/2022)

New York
(9/18/2006)

IAR

New York
(6/21/2021)

North Carolina
(6/12/2023)

IAR

North Carolina
(6/15/2023)

Pennsylvania
(9/18/2006)

South Carolina
(9/20/2022)

Virginia
(10/13/2017)

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: 8/30/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/2004

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: 9/9/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/1993

Investment Company Products/Variable Contracts Representative 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.

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Timothy J. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jon Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

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

EQUITABLE ADVISORS, LLC

POLARIS FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2021

Series 63

Date: 9/24/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/9/2004

Series 6

Date: 8/16/1993

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

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