Craig
Laub

Klingman And Associates, LLC

CRD#3212061
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

1133 Avenue Of The Americas Suite 3110
New York, NY 10036

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Klingman And Associates, LLC Brokerage Details

Total Assets Under Management

$1,790,190,317

NY Average: $7,464,549,021
Total Number of Employees

14

NY Average: 88
Total Number of Accounts

1,667

NY Average: 3,892
Average Account Size

$1,073,899

NY Average: $1,917,921

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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
  • Other

Craig Laub Work History

Craig has 13 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2006 - Present (13 years)

Non-Varuable Insurance

2005 - Present (14 years)

Raymond James Financial Services, Inc

2005 - Present (14 years)

Klingman And Associates LLC

Disclosures

Craig Laub has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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