Newman Ladd Capital Advisors, LLC
Newman Ladd Capital Advisors, LLC (CRD# 129860) is a financial advisory firm headquartered in Camillus, NY. They manage $85,874,357 in 385 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management86MILLION
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Total Number of Accounts385ACCOUNTS
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Average Account Value$223,050
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY, TX
Andrew Moen (CRD# 2954195) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 26 years of experience in the finance industry.
Jack Irwin (CRD# 7829572) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has 1 year of experience in the finance industry.
James McCarthy (CRD# 3275453) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 24 years of experience in the finance industry.