Laidlaw Wealth Management LLC

📍 New York, United States👥 25 employees💰 Last funded Oct 2018

The foundation of Laidlaw & Company began over 175 years ago as one of the first investment banks in the United States. Today we remain on the vanguard of sound investment practice with worldwide offices and a global base of high net worth clients. Laidlaw & Company is a full-service investment banking and brokerage firm offering personalized investment advice and skillful execution to high net worth individuals as well as public and private institutions. Laidlaw Wealth Management, our RIA, continues our tradition of excellence. We offer a diverse set of client solutions including asset management, insurance and a full suite of corporate services. (Equity compensation administration, 401k and cash management) Our dual FINRA and FCA registration allows us to leverage the firm’s strengths and over $1 Billion is client assets in our growing Broker/Dealer. Laidlaw Wealth Management is the firm of choice for RIA’s / Advisors looking for the next step in their evolution. Our offering is attractive to potential partners by offering a competitive transition package, industry leading advisor economics and a unique equity ownership structure. Additionally, there are tremendous opportunities to leverage business with our investment banking clients.

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Founded