Cory
Laird
Minichmacgregor Wealth Management, LLC
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About this Advisor
Cory Laird is a certified financial planner who works out of Saratoga Springs, New York with a total of 6 years of industry experience. Laird is an advisor for Minichmacgregor Wealth Management, LLC. Laird has gained experience at Guardian Life Insurance Co, Park Avenue Securities LLC, Traditions Wealth Advisors, Copy Corner, Rose Shmidt, Texas A&M University and Minichmacgregor Wealth Management. Laird maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Florida, New York and Texas. Minichmacgregor Wealth Management, LLC is a financial advisory firm that has its headquarters in Saratoga Springs, NY. The company has offices in two locations and a total of nine advisors. It controls $406 million in assets across its 2,380 client accounts, making it one of the larger firms in the United States by assets under management. Of its 2,380 customer accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types billed by Minichmacgregor Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Minichmacgregor Wealth Management, LLC Brokerage Details
$406,048,101
9
2,380
$170,608
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
- Educational seminars/workshops
- Other
Cory Laird Work History
Cory has been registered as a financial advisor for 6 years.*
Minichmacgregor Wealth Management
Minichmacgregor Wealth Management
Guardian Life Insurance Co
Park Avenue Securities LLC
Traditions Wealth Advisors
Copy Corner
Rose Shmidt
Texas A&M University
*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 Cory Laird 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 Minichmacgregor Wealth Management, LLC
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
St Augustine, FL
Saratoga Springs, NY
Saratoga Springs, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
