Newman Ladd Capital Advisors, LLC

Newman Ladd Capital Advisors, LLC (CRD# 129860) is a financial advisory firm headquartered in Camillus, NY. They manage $85,874,357 in 385 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $223,050
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
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Newman Ladd Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew T. Moen
CRD#: 2954195
5100 West Genesee Street, Camillus, NY 13031

Andrew Moen (CRD# 2954195) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 26 years of experience in the finance industry.

2
Jack A. Irwin
CRD#: 7829572
5100 West Genesee Street, Camillus, NY 13031

Jack Irwin (CRD# 7829572) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has 1 year of experience in the finance industry.

3
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 24 years of experience in the finance industry.

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