Klingman And Associates, LLC
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About this Advisor
Craig Laub is a certified financial planner in New York, New York. Currently an advisor at Klingman And Associates, LLC, they have gathered 13 years of professional experience in the financial advisory industry. Laub holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Laub is able to work with customers based out of Texas. Throughout their career, they have worked at Non-Varuable Insurance, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc and Klingman And Associates LLC. Klingman And Associates, LLC is based out of New York, New York. In total, Klingman And Associates, LLC oversees $2 billion in assets throughout 1,667 client accounts and retains 14 staff members. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 1,003 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Klingman And Associates, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Klingman And Associates, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Laub Work History
Craig has 13 years of experience.
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Klingman And Associates LLC
Craig Laub has no disclosures.
Please visit their SEC profile for more details.