Laidlaw Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 150040
- SEC number
- 801-112592
- Firm type
- RIA
- Assets under management
- $108.1M as of Apr 27, 2026
- Website
- laidlawwealthmanagement.com ↗
- Phone
- 212-953-4910
- Address
- 521 Fifth Ave, New York, NY, 10175
Advisors at this firm
6 in our index · page 1 of 1
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Sachin KumarCRD 5295758 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Henrique David LucenaCRD 5605196 · Coral Gables, FLIA RegisteredBrokerDisclosure event(s) on record
-
Henry Oliver MccormackCRD 5709677 · New York, NYIA RegisteredBroker
-
Mathew Telly MoschovasCRD 6607881 · New York, NYIA RegisteredBroker
-
Matthew Terry ParkerCRD 2762117 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Alex ShtaynbergerCRD 2077298 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 150040 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.