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).

Current Firm Details
521 Fifth Ave, 12th Floor, New York, NY 10175
https://www.linkedin.com/company/laidlaw-asset-management/
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 11 - 12 of 12 top financial advisors.
11
Mathew Moschovas, financial advisor New York NY
Mathew T. Moschovas
CRD#: 6607881
521 Fifth Ave, 12th Floor, New York, NY 10175

Mathew Moschovas (CRD# 6607881) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 6 years of experience in the finance industry.

12
Matthew Parker, financial advisor New York NY
Matthew T. Parker
CRD#: 2762117
521 Fifth Ave, 12th Floor, New York, NY 10175

Matthew Parker (CRD# 2762117) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 27 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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