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Matthew Parker

Laidlaw Wealth Management LLC
30 Years of Experience
New York, NY
3 DisclosuresBroker
View SEC Summary
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Matthew Parker is a registered investment advisor at Laidlaw Wealth Management LLC, based in New York, NY, with 30 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 123 clients with $110M in assets under management.

Laidlaw Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
123 clients
Average Client Portfolio
$879K average
Assets Under Management
$108.1M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee will not exceed 2.00% of assets under management, paid monthly in advance based on average daily balance. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2025
Final
Customer Dispute
June 2002
Settled
Customer Dispute
May 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Laidlaw Wealth Management LLC
January 2020 - Present · 6 yrs 9 mos
Laidlaw & Company (UK) LTD.Broker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - April 2019 · 9 yrs 10 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
June 2001 - September 2006 · 5 yrs 3 mos
Sands Brothers & CO., LTD.Broker
July 1996 - July 2001 · 5 yrs
State Registrations4 states
CAFLNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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