John
Mcdermott

Laidlaw Wealth Management LLC

CRD#5984323
Investment Advisor
in New York, NY

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About this Advisor

John Mcdermott is a financial advisor based in New York, New York, working with Laidlaw Wealth Management LLC. John has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Laidlaw & Company, and Laidlaw Wealth Management. John has passed the Series 66 regulatory exam and is registered to provide services in California, Nevada, New Jersey, and New York. Currently, John is part of Laidlaw Wealth Management LLC, which operates out of New York, New York. The firm has 2 offices and 22 employees. The firm manages assets totaling $530.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Laidlaw Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

521 Fifth Ave 12Th Floor
New York, NY 10175

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Laidlaw Wealth Management LLC Brokerage Details

Total Assets Under Management

$530,409,798

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

22

NY Average: 88
Total Number of Accounts

1,171

NY Average: 3,892
Average Account Size

$452,955

NY Average: $1,917,921

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

John Mcdermott Work History

2018 - Present (6 years)

Laidlaw & Company

2018 - Present (6 years)

Laidlaw Wealth Management

2012 - 2018 (6 years)

Bank Of America, N.A

2011 - 2018 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of John Mcdermott 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

Kenneth Mathieson
New York, NY
Marc Morgan
New York, NY
John Cross
Miami, FL
Kai Kang
Pasadena, CA
Mathew Moschovas
New York, NY
Sachin Kumar
New York, NY
John Mcdermott
New York, NY
Andrew Ciampichini
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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