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SY

Shaena L. Yorke

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Strongsville, OH 44136-3300
Some features on this profile are disabled
CRD#: 4410524
SY

Professional summary

Shaena Leigh Yorke, who also goes by Shaena Leigh Miller, Shaena L Welsh, Shaena Leigh Welsh, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Strongsville, Ohio and LASALLE ST SECURITIES, L.L.C. located in Strongsville, Ohio.

Shaena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Shaena has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shaena Leigh Miller | Shaena L Welsh | Shaena Leigh Welsh

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.
Outside Employment; Professional Management Inc.; Accounting Consultant; Strongsville OH 44136; Not investment related; Aug 2000; 20-39 hours per month; 20-39 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Tax Activities. Fixed Insurance LaSalle St Investment Advisors, Advisory business, investment related 11/19 Trustee of Professional Management Inc. 401K/PSP Plan

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaena Leigh Yorke'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

November 8, 2019 - Present

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

Office #1: 10750 Pearl Rd Ste E1, Strongsville, OH 44136-3300
RIA
CRD#: 109701
Strongsville, OH
Current

November 8, 2019 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 10750 Pearl Rd Ste E1, Strongsville, OH 44136-3300
BD
CRD#: 7191
Strongsville, OH
Past

February 14, 2014 - November 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
STRONGSVILLE, OH
Past

February 14, 2014 - November 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
STRONGSVILLE, OH
Past

December 11, 2012 - March 13, 2014

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
STRONGSVILLE, OH
Past

July 24, 2001 - March 13, 2014

WRP INVESTMENTS, INC.

BD
CRD#: 7365
STRONGSVILLE, OH

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".
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
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.
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
California
(11/8/2019)
RR
Florida
(11/8/2019)
RR
Georgia
(11/8/2019)
IAR
Georgia
(3/2/2020)
RR
Iowa
(8/26/2021)
RR
Maine
(2/26/2024)
RR
Maryland
(11/8/2019)
RR
Michigan
(11/8/2019)
RR
Mississippi
(1/7/2022)
RR
North Carolina
(11/8/2019)
IAR
North Carolina
(2/27/2020)
RR
Ohio
(11/8/2019)
IAR
Ohio
(11/8/2019)
RR
Tennessee
(10/27/2021)
RR
Texas
(1/27/2023)
RR
Virginia
(11/8/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 9/15/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

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

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

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts11,941
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.

Company Information

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

CRD#: 109701Strongsville, OH 44136-3300

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