Louis Lodato, financial advisor Chicago IL
93 score

Louis Lodato

CRD Number: 1315583
Current Firm: Great Point Advisors LLC

Louis Lodato (CRD# 1315583) is an Investment Advisor Representative working at Great Point Advisors LLC in Chicago, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Great Point Capital, LLC Chicago, IL Apr 2017 - Current < 1
Symmetry Financial Group LLC Scotch Plains, NJ Feb 2007 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Louis S. Lodato
Phone Number: 312-356-4875
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
Types of Clients
Registered States


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

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