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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

TitleManaging Partner, Chief Compliance Officer, And Wealth Advisor
Ownership50-75%
Control personYes
Since2024
View Trillium Wealth LLC →