Mathew Winer, financial advisor Chicago IL
93 score

Mathew Winer

CRD Number: 1140547
Current Firm: Lasalle Street Capital Management, LLC

Mathew Winer (CRD# 1140547) is an Investment Advisor Representative working at Lasalle Street Capital Management, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle Street Capital Management, LLC Chicago, IL Feb 2014 - Current 2
Unemployed Atlanta, GA Feb 2013 - Jan 2014 < 1
B. Riley & Company, LLC Atlanta, GA Dec 2012 - Jan 2013 < 1
Caris & Company, Inc. Atlanta, GA Oct 2009 - Dec 2012 3
Unemployed Atlanta, GA Dec 2008 - Oct 2009 < 1
Suntrust Equitable Securities Atlanta, GA Jul 2001 - Dec 2008 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Mathew O. Winer
Phone Number: 312-419-0600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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