Newman Ladd Capital Advisors, LLC

Newman Ladd Capital Advisors, LLC (CRD# 129860) is a financial advisory firm headquartered in Camillus, NY. They manage $107,027,623 in 407 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $262,967
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

FL, NY

Financial Advisors at Newman Ladd Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew T. Moen
CRD#: 2954195
307 S. Clinton Street, Syracuse, NY 13202

Andrew Moen (CRD# 2954195) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Syracuse, NY and has over 23 years of experience in the finance industry.

2
James F. McCarthy
CRD#: 3275453
5100 West Genesee Street, Camillus, NY 13031

James McCarthy (CRD# 3275453) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 22 years of experience in the finance industry.

3
Daniel A. Parkin
CRD#: 1415780
5100 West Genesee Street, Camillus, NY 13031

Daniel Parkin (CRD# 1415780) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 36 years of experience in the finance industry.

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