Mathew
Moschovas
Laidlaw Wealth Management LLC
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About this Advisor
Mathew Moschovas is a financial advisor based in New York, New York, working with Laidlaw Wealth Management LLC. Mathew has previously held positions at Laidlaw Company, Dowling College, Montclair State, Laidlaw And Company, Valet Kings, and Laidlaw Wealth Management. Mathew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Mathew 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
Services Offered
Fee Structure
Office Location
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Laidlaw Wealth Management LLC Brokerage Details
$530,409,798
22
1,171
$452,955
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
Mathew Moschovas Work History
Laidlaw Wealth Management
Laidlaw Company
Laidlaw And Company
Valet Kings
Montclair State
Dowling College
Disclosures
Please visit the SEC profile of Mathew Moschovas 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
New York, NY
Miami, FL
New York, NY
Pasadena, CA
New York, NY
New York, NY
New York, NY
New York, NY
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