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RE

Robert P. Ellington-montes

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Missoula, MT 59801
Some features on this profile are disabled
CRD#: 5519248
RE

Professional summary

Robert Pate Ellington-montes, who also goes by Robert P Ellington Montes, Robert Pate Ellington Montes, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Missoula, Montana and LASALLE ST SECURITIES, L.L.C. located in Missoula, Montana.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert P Ellington Montes | Robert Pate Ellington Montes

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.
KMAM LLC POSITION: Employee NATURE: KMAM LLC - SCorp Election INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2022 ADDRESS: 2825 Stockyard Rd, Unit A26, Missoula MT 59808 DESCRIPTION: KMAM LLC - SCorp Election POSITION: Spouse (Katie Ellington-Montes) is the Owner and I (Robert Ellington-Montes) am being paid W2 wages from this LLC. NATURE: Investment Advisory DESCRIPTION: I will have my investment advisory compensation paid to KMAM LLC versus being paid to me directly. DBA-Nexus Wealth Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Pate Ellington-montes'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

April 27, 2023 - Present

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

Office #1: 105 Parker Ct, Missoula, MT 59801
RIA
CRD#: 109701
Missoula, MT
Current

April 21, 2023 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 2901 W. Broadway #210, Missoula, MT 59808
BD
CRD#: 7191
Missoula, MT
Past

March 1, 2021 - February 1, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
MISSOULA, MT
Past

February 12, 2021 - May 2, 2023

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MISSOULA, MT
Past

September 27, 2017 - July 19, 2021

PFS INVESTMENTS INC.

RIA
CRD#: 10111
Missoula, MT
Past

October 1, 2014 - February 10, 2021

PFS INVESTMENTS INC.

BD
CRD#: 10111
Missoula, MT
Past

October 22, 2008 - September 2, 2010

PFS INVESTMENTS INC.

BD
CRD#: 10111
MURFREESBORO, TN

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

IAR
Arizona
(8/9/2023)
IAR
Florida
(10/2/2023)
RR
Idaho
(1/16/2024)
IAR
Illinois
(3/4/2025)
RR
Iowa
(4/25/2023)
IAR
Iowa
(1/9/2025)
IAR
Kansas
(1/6/2025)
IAR
Michigan
(6/2/2025)
IAR
Missouri
(10/1/2025)
RR
Montana
(4/27/2023)
IAR
Montana
(4/27/2023)
IAR
New York
(1/6/2025)
IAR
Oregon
(5/3/2023)
RR
Oregon
(10/8/2024)
IAR
Pennsylvania
(8/11/2023)
IAR
Texas
(8/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/24/2014
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 6
Date: 10/1/2014
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/11/2018
Investment Company Products/Variable Contracts Principal 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#: 109701Missoula, MT 59801

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