Mark
Landau

Minichmacgregor Wealth Management, LLC

CRD#5072160
Investment Advisor
in Saratoga Springs, NY

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About this Advisor

Mark Landau is a financial advisor based in Saratoga Springs, New York, working with Minichmacgregor Wealth Management, LLC. Mark has previously held positions at The Ayco Company, L.P, Veracity Capital, and Minichmacgregor Wealth Management. Mark has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, and New York. Currently, Mark is part of Minichmacgregor Wealth Management, LLC, which operates out of Saratoga Springs, New York. The firm has 2 offices and 9 employees. The firm manages assets totaling $501.3 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, selection of other advisers, educational seminars, and other services. The fee structure at Minichmacgregor 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21 Congress Street Suite 203
Saratoga Springs, NY 12866

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Minichmacgregor Wealth Management, LLC Brokerage Details

Total Assets Under Management

$501,300,482

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

9

NY Average: 88
Total Number of Accounts

2,198

NY Average: 3,892
Average Account Size

$228,071

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
  • Educational seminars/workshops
  • Other

Mark Landau Work History

2019 - Present (5 years)

Minichmacgregor Wealth Management

2018 - 2019 (1 year)

Veracity Capital

2008 - 2018 (10 years)

The Ayco Company, L.P

Disclosures

Please visit the SEC profile of Mark Landau 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

Cory Laird
Saratoga Springs, NY
Andrew Pallas
Saratoga Springs, NY
Patrick Younis
Saratoga Springs, NY
Jason Macgregor
Saratoga Springs, NY
James Minich
St Augustine, FL
Mark Landau
Saratoga Springs, NY
Michele Tellstone
Saratoga Springs, NY

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