Ladd Capital Management LLC

Ladd Capital Management LLC (CRD# 105162) is a financial advisory firm headquartered in New Haven, CT. They manage $103,445,153 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $615,745
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Ladd Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
David E. Norris
CRD#: 4150520
110 Whitney Ave, New Haven, CT 06510
90
Wealthminder
score

David Norris (CRD# 4150520) is an Investment Advisor Representative working at Ladd Capital Management LLC in New Haven, CT and has 1 year of experience in the finance industry.

2
David M. Ladd
CRD#: 2504790
110 Whitney Avenue, New Haven, CT 06510
87
Wealthminder
score

David Ladd (CRD# 2504790) is an Investment Advisor Representative working at Ladd Capital Management LLC in New Haven, CT and has 1 year of experience in the finance industry.

3
Edward W. Lovejoy
CRD#: 4340057
110 Whitney Avenue, New Haven, CT 06510
87
Wealthminder
score

Edward Lovejoy (CRD# 4340057) is an Investment Advisor Representative working at Ladd Capital Management LLC in New Haven, CT and has 1 year of experience in the finance industry.

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