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SL

Steven M. Laska

TRILLIUM WEALTH
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 2559407
SL

Professional summary

Steven Mitchell Laska is a registered financial advisor currently at TRILLIUM WEALTH LLC located in Winter Park, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 9 firms and has passed the Series 65, Series 63, Series 6, Series 3, Series 22 and Series 30 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Mitchell Laska'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

March 27, 2026 - Present

TRILLIUM WEALTH LLC

Office #1: 230 S New York Ave Suite 200, Winter Park, FL 32789
RIA
CRD#: 341186
WINTER PARK, FL
Past

June 7, 2021 - May 1, 2026

CWM, LLC

RIA
CRD#: 155344
Raleigh, NC
Past

November 26, 2019 - February 10, 2020

HODGES CAPITAL MANAGEMENT INC

RIA
CRD#: 110080
ORLANDO, FL
Past

April 26, 2018 - December 31, 2019

DGS CAPITAL MANAGEMENT

RIA
CRD#: 281938
Raleight, NC
Past

July 13, 2015 - May 16, 2017

VISIONQUEST WEALTH MANAGEMENT, LLC

RIA
CRD#: 135581
RALEIGH, NC
Past

June 20, 2012 - February 12, 2014

GFA SECURITIES, LLC

BD
CRD#: 128568
NEW YORK, NY
Past

June 17, 2008 - June 21, 2012

STEBEN & COMPANY, LLC

BD
CRD#: 117808
EXCELSIOR, MN
Past

May 8, 2000 - March 24, 2003

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

June 4, 1997 - May 28, 1998

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

November 10, 1995 - May 30, 1997

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA

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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/17/2026)
IAR
Illinois
(3/27/2026)
IAR
New York
(3/27/2026)
IAR
North Carolina
(3/27/2026)
IAR
Pennsylvania
(3/30/2026)
IAR
Texas
(3/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/18/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/18/2012
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 7/10/2008
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 22
Date: 6/16/2008
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 7/16/2008
NFA Branch Manager Examination

Current Firm

TW
TRILLIUM WEALTH LLC
TRILLIUM WEALTH LLC

CRD#: 341186 / SEC#: 801-135712

RIA
Registered Investment Advisory firm - (3/26/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
230 S New York Ave Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(321) 295-8492
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (15 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRILLIUM WEALTH LLC ADV 2A (2/26/2026)
0

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

TRILLIUM WEALTH LLC

CRD#: 341186Winter Park, FL 32789

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