Laidlaw Wealth Management LLC
Laidlaw Wealth Management LLC (CRD# 150040) is a financial advisory firm headquartered in New York, NY. They manage $530,409,798 in 1,171 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management530MILLION
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Total Number of Accounts1,171ACCOUNTS
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Average Account Value$452,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, KY, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA
Theologos Basis (CRD# 2574740) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 28 years of experience in the finance industry.
John Cross (CRD# 4500908) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in Coral Gables, FL and has over 9 years of experience in the finance industry.
Christopher Harrington (CRD# 5250991) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 17 years of experience in the finance industry.
Keith Hassan (CRD# 4010067) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 24 years of experience in the finance industry.
Sachin Kumar (CRD# 5295758) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 17 years of experience in the finance industry.
Henrique Lucena (CRD# 5605196) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 13 years of experience in the finance industry.
Kenneth Mathieson (CRD# 1730324) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 36 years of experience in the finance industry.
John McDermott (CRD# 5984323) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 12 years of experience in the finance industry.
Philip Morrissey (CRD# 2094107) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in Coral Gables, FL and has over 33 years of experience in the finance industry.
Alex Shtaynberger (CRD# 2077298) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 32 years of experience in the finance industry.