Theologos
Basis
Laidlaw Wealth Management LLC
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About this Advisor
Theologos Basis is a financial advisor who works in New York, New York with 2 years of relevant experience. Basis currently works for Laidlaw Wealth Management LLC. Over the course of their career, they have held roles at Signature Securities Group Corp./Signature Bank, Laidlaw Wealth Management, Principal Life Insurance Company, Principal Securities Inc, Vanderbilt Securities, LLC, Vanderbilt Advisory Services and Laidlaw & Company (Uk) LTD. Basis holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Laidlaw Wealth Management LLC is a registered investment business operating out of New York, NY. The firm has offices in five locations and a total of 43 financial advisors. It has $887 million in assets among its 2,351 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 2,351 customer accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on the services provided. Fee types charged by Laidlaw Wealth Management LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laidlaw Wealth Management LLC Brokerage Details
$886,516,502
43
2,351
$377,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Theologos Basis Work History
Theologos has been registered as a financial advisor for 2 years.*
Laidlaw Wealth Management
Laidlaw & Company (Uk) LTD
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Principal Life Insurance Company
Principal Securities Inc
Signature Securities Group Corp./Signature Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theologos Basis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Laidlaw Wealth Management LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New Port Richey, FL
Naples, FL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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