HM
HM

Henry Oliver Mccormack

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Henry is a member of Staq Partners, LLC, an investment/advisory services firm, but has a passive interest and spends minimal time on it. He also works as a soccer coach and chess coach, dedicating about 10-20% of his time and minimal time respectively to these activities.

Employment History
Current Registrations
Laidlaw Wealth Management LLC
December 2021 - Present · 4 yrs 2 mos
Laidlaw & Company (UK) LTD.Broker
December 2009 - Present · 16 yrs 2 mos
State Registrations42 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.