LAIDLAW WEALTH MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 150040). Regulatory assets under management: $108.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Arthur Jarrod Daponte | CFO | — |
| John Payson Tesei | TRUSTEE OF THE BUFF TRUST; TRUSTEE OF THE GARNET TRUST | — |
| Alex Shtaynberger | CHIEF COMPLIANCE OFFICER | New York City, NY |
| Douglas Michael Jacoby | CHIEF COMPLIANCE OFFICER | — |
| TESEI JOHN PAYSON | TRUSTEE OF THE BUFF TRUST; TRUSTEE OF THE GARNET TRUST | — |
| SHTAYNBERGER ALEX | NATIONAL BRANCH MANAGER/CCO | — |
| COOLONG JOHN | CHIEF FINANCIAL OFFICER | — |
| CALHOUN RICHARD JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| Hassan Keith | MANAGING PARTNER | — |
| Basis Theologos Stavros | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |