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AS

Alexander W. Sgarlata

LASALLE ST SECURITIES, L.L.C.
Elmhurst, IL 60126-1131
Some features on this profile are disabled
CRD#: 2502060
AS

Professional summary


Alexander William Sgarlata, who also goes by Alex Sgarlata, is a registered financial professional currently at LASALLE ST SECURITIES, L.L.C. located in Elmhurst, Illinois.

Alexander is registered as a RR (Registered Representative) and started their career in finance in 1994. Alexander has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Sgarlata

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) - BD


Click below to view Alexander William Sgarlata'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

June 26, 1996 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 940 N. Industrial Dr., Elmhurst, IL 60126-1131
BD
CRD#: 7191
Elmhurst, IL
Past

October 20, 2008 - December 31, 2009

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

RIA
CRD#: 109701
ELMHURST, IL
Past

December 21, 2005 - December 31, 2006

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

RIA
CRD#: 109701
ELMHURST, IL
Past

November 26, 2001 - December 31, 2003

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

RIA
CRD#: 109701
CHICAGO, IL
Past

July 21, 1994 - June 26, 1996

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

July 6, 1994 - July 21, 1994

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO

State Registrations and Notice Filings


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

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
Alabama
(3/19/2025)
RR
Arizona
(6/26/2007)
RR
California
(6/26/1996)
RR
Colorado
(6/23/2022)
RR
Florida
(7/2/1996)
RR
Georgia
(5/26/2021)
RR
Illinois
(6/26/1996)
RR
Indiana
(1/7/2013)
RR
Massachusetts
(3/24/2022)
RR
Michigan
(11/12/2014)
RR
Minnesota
(4/27/2022)
RR
Missouri
(1/14/2013)
RR
New Hampshire
(4/22/1999)
RR
New York
(1/8/2018)
RR
Ohio
(1/22/2004)
RR
Oklahoma
(5/23/2023)
RR
Texas
(10/5/2016)
RR
Virginia
(9/18/2017)
RR
Wisconsin
(7/20/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/19/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LASALLE ST SECURITIES, L.L.C.
LA SALLE ST. SECURITIES, INC. | LASALLE ST SECURITIES, L.L.C.

CRD#: 7191 / SEC#: , 8-18860

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


Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Phone number
(630) 600-0500
Established
Delaware since 04/23/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# 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 ST. HOLDINGS LLC F/K/A MCDERMOTT HOLDINGS I, L.P.100% OWNER
BEAVER, REGAN ALANCHIEF COMPLIANCE OFFICER4621953
DROZD, MICHAEL MITCHELLCHIEF INVESTMENT OFFICER6015178
SCHLESSER, DANIEL JOHNC.F.O./TRES./C.O.O1788458

Disclosures


Regulatory Event15
Arbitration4
Bond1

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 SECURITIES, L.L.C.

CRD#: 7191Elmhurst, IL 60126-1131

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