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).

By the Numbers
  • Total Assets Under Management
    530
    MILLION
  • Total Number of Accounts
    1,171
    ACCOUNTS
  • Average Account Value
    $452,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Laidlaw Wealth Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
John W. Cross
CRD#: 4500908
2 Alhambra Plaza, Suite 620, Coral Gables, FL 33134

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.

2
Keith Hassan
CRD#: 4010067
521 Fifth Ave, 12th Floor, New York, NY 10175

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.

3
Sachin Kumar
CRD#: 5295758
521 Fifth Ave, 12th Floor, New York, NY 10175

Sachin Kumar (CRD# 5295758) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 16 years of experience in the finance industry.

4
Henrique D. Lucena
CRD#: 5605196
2 Alhambra Plaza, Suite 620, Coral Gables, FL 33134

Henrique Lucena (CRD# 5605196) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in Coral Gables, FL and has over 13 years of experience in the finance industry.

5
Kenneth Mathieson
CRD#: 1730324
521 Fifth Ave, 12th Floor, New York, NY 10175

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.

6
John McDermott
CRD#: 5984323
521 Fifth Ave, 12th Floor, New York, NY 10175

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.

7
Alex Shtaynberger
CRD#: 2077298
521 Fifth Ave, 12th Floor, New York, NY 10175

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.

8
Andrew B. Ciampichini
CRD#: 6345657
521 Fifth Ave, 12th Floor, New York, NY 10175

Andrew Ciampichini (CRD# 6345657) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 8 years of experience in the finance industry.

9
Henry O. McCormack
CRD#: 5709677
521 Fifth Ave, 12th Floor, New York, NY 10175

Henry McCormack (CRD# 5709677) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 14 years of experience in the finance industry.

10
Marc P. Morgan
CRD#: 6107691
521 Fifth Ave, 12th Floor, New York, NY 10175

Marc Morgan (CRD# 6107691) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 11 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.