Mathew
Moschovas

Laidlaw Wealth Management LLC

CRD#6607881
Investment Advisor
in New York, NY

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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

Series 63, 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

Mathew Moschovas Work History

2020 - Present (4 years)

Laidlaw Wealth Management

2017 - Present (7 years)

Laidlaw Company

2016 - 2016 (< 1 year)

Laidlaw And Company

2016 - 2016 (< 1 year)

Valet Kings

2015 - 2017 (2 years)

Montclair State

2012 - 2015 (3 years)

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

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

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