Unclaimed Profile

David Michael Ladd

LADD CAPITAL MANAGEMENT LLC·NEW HAVEN, Connecticut

Clean record47 years registeredLADD CAPITAL MANAGEMENT LLC

110 WHITNEY AVE, NEW HAVEN, CT 06510CRD# 2504790Firm CRD# 105162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Ladd · NEW HAVEN, CT

Registration

CRD #2504790 · LADD CAPITAL MANAGEMENT LLC · 47 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LADD CAPITAL MANAGEMENT LLC

LADD CAPITAL MANAGEMENT LLC

Aug 1979 – Jan 2024

NEW HAVEN, CT

Registrations & Exams

Registration record

First registered · August 1, 1979

Years registered · 47

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LADD CAPITAL MANAGEMENT LLC

CRD 105162 · SEC 801-11098

AUM

$147M

Regulatory assets under management

Employees

162 client accounts

Services offered by LADD CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LADD CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does David Michael Ladd offer?

David Michael Ladd specializes in Investment Management, Fee-Only Advisory.

What are David Michael Ladd's credentials?

David Michael Ladd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Ladd located?

David Michael Ladd is based in NEW HAVEN, Connecticut, last registered with LADD CAPITAL MANAGEMENT LLC.

How does David Michael Ladd charge for services?

David Michael Ladd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LADD CAPITAL MANAGEMENT LLC?

LADD CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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