Steven Mitchell Laska
Managing Partner, Chief Compliance Officer, And Wealth AdvisorTrillium Wealth LLCCRD 2559407
About Steven Mitchell Laska
Steven Mitchell Laska is listed as Managing Partner, Chief Compliance Officer, And Wealth Advisor at Trillium Wealth LLC in Winter Park, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Trillium Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven Mitchell Laska work?
Steven Mitchell Laska is listed as Managing Partner, Chief Compliance Officer, And Wealth Advisor at Trillium Wealth LLC on SEC Form ADV.
How much of Trillium Wealth LLC does Steven Mitchell Laska own?
Form ADV reports a beneficial ownership band of 50-75%.
Trillium Wealth LLC
| Title | Managing Partner, Chief Compliance Officer, And Wealth Advisor |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |