Mathew
Moschovas
Laidlaw Wealth Management LLC
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About this Advisor
Mathew Moschovas is a financial advisor based out of New York, New York with 3 years of industry experience. Moschovas currently works for Laidlaw Wealth Management LLC. Throughout their career, they have worked at Laidlaw Company, Taos Restaurant, Dowling College, Montclair State, Laidlaw And Company, Valet Kings and Laidlaw Wealth Management. Moschovas holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in New Jersey. Laidlaw Wealth Management LLC is a firm based in New York, NY. It has offices in five locations and a total of 43 advisors. It oversees $887 million in total assets between its 2,351 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,351 customer accounts, 23% are held by high-net-worth investors who have more than $1 million in investable assets. Laidlaw Wealth Management LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on the financial services offered. However, fees charged by Laidlaw Wealth Management LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laidlaw Wealth Management LLC Brokerage Details
$886,516,502
43
2,351
$377,081
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
Mathew has been registered as a financial advisor for 3 years.*
Laidlaw Wealth Management
Laidlaw Company
Laidlaw And Company
Valet Kings
Montclair State
Taos Restaurant
Dowling College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
New York, NY
New York, NY
Naples, FL
New York, NY
New Port Richey, FL
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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