Joseph M. Demarco

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

Frankfort, IL 60423

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CRD#: 6895583

Professional summary

Joseph Michael Demarco, who also goes by Joseph Michael Demarco, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Frankfort, Illinois.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Michael Demarco

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.

1) Elevate CPA Group; Not investment-related; 20646 Abbey Woods Court North, Suite 201, Frankfort, IL 60423; Tax and accounting services; Founder and Owner; 12/2020; 80 hours/month devoted; 80 hours during securities trading hours; Tax and accounting services, management duties. 2) DeMarco Sciaccotta Wilkins & Dunleavy, LLP; Not investment-related; 20646 Abbey Woods Court North, Suite 201, Frankfort, IL 60423; Tax and accounting services; Partner; 2/2004; 80 hours/month devoted; 80 hours during securities trading hours; Tax and accounting services, management duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Demarco'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 6, 2023 - Present

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

Office #1: 20646 Abbey Woods Ct N Ste 106, Frankfort, IL 60423

RIA

CRD#: 109701

Frankfort, IL

Past

January 12, 2018 - November 7, 2023

FORUM FINANCIAL MANAGEMENT, LP

RIA

CRD#: 145706

Frankfort, IL

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/20/2024)

IAR

Florida
(5/17/2024)

IAR

Illinois
(11/6/2023)

IAR

Texas
(4/18/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/12/2018

Uniform Investment Adviser Law Examination

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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Joseph M. Demarco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Demarco's CRS (Customer Relationship Summary).

Certified licenses

Experience

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

FORUM FINANCIAL MANAGEMENT, LP

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2018

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.

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