Laidlaw Asset Management, LLC

Laidlaw Asset Management, LLC (CRD# 150040) is a financial advisory firm headquartered in New York, NY. They manage $9,879,988 in 57 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $173,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NC, NJ, NY, TX

Financial Advisors at Laidlaw Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian M. Robertson
CRD#: 4875064
546 Fifth Ave, 5th Floor, New York, NY 10036
93
Wealthminder
score

Brian Robertson (CRD# 4875064) is an Investment Advisor Representative working at Laidlaw Asset Management, LLC in New York, NY and has over 12 years of experience in the finance industry.

2
Alex Shtaynberger
CRD#: 2077298
546 Fifth Ave, 5th Floor, New York, NY 10036
93
Wealthminder
score

Alex Shtaynberger (CRD# 2077298) is an Investment Advisor Representative working at Laidlaw Asset Management, LLC in New York, NY and has over 24 years of experience in the finance industry.

3
Thomas E. Grimm
CRD#: 2702276
546 Fifth Ave, 5th Floor, New York, NY 10036
63
Wealthminder
score

Thomas Grimm (CRD# 2702276) is an Investment Advisor Representative working at Laidlaw Asset Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

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