LAIDLAW WEALTH MANAGEMENT LLC

NEW YORK, New York·4 registered advisors·CRD# 150040
SEC# 801-1125922212-953-4900
01

Firm Overview

AUM
$530M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LAIDLAW WEALTH MANAGEMENT LLC

4 registered advisors
Alex Shtaynberger
NEW YORK, New York
John Coolong
NEW YORK, New York
Keith Hassan
NEW YORK, New York
Theologos Stavros Basis
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. LAIDLAW WEALTH MANAGEMENT LLC (CRD# 150040) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.