Alex Shtaynberger

Laidlaw Wealth Management LLC

33 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Laidlaw Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

113 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$114.8M

Fee Structure

Minimum Investment:$25K

Location

521 Fifth Ave, 12th Floor, New York, NY, 10175

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History

Regulatory History (1)

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Investigation

December 2022

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Employment History

Current Registrations

Laidlaw Wealth Management LLC

April 2010 - Present · 15 yrs 10 mos

Laidlaw & Company (UK) LTD.Broker

July 2002 - Present · 23 yrs 7 mos

Previous Registrations

Sands Brothers & CO., LTD.Broker

March 1999 - October 2004 · 5 yrs 7 mos

Cibc Oppenheimer CORP.Broker

January 1992 - August 1998 · 6 yrs 7 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.