Matthew Parker
Matthew Parker is a registered investment advisor at Laidlaw Wealth Management LLC, based in New York, NY, with 29 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 113 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laidlaw Wealth Management's fee for managing your investments is based on a percentage of the value of your portfolio. The annual management fee will not exceed 2.00% of the assets they manage. The fee is calculated monthly in advance based on the average daily balance of your account.
Location
521 Fifth Ave, 12th Floor, New York, NY, 10175
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Regulatory History (3)
Regulatory
September 2025Customer Dispute
June 2002Customer Dispute
May 2001Employment History
Current Registrations
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Wachovia Securities, LLCBroker
Sands Brothers & CO., LTD.Broker
State Registrations4 states
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.