Patrick
Ceccacci
Laidlaw Wealth Management LLC
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About this Advisor
Patrick Ceccacci is a financial advisor operating in New York, New York with 4 years of industry experience. Ceccacci is currently employed by Laidlaw Wealth Management LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Laidlaw Company and Laidlaw Wealth Management. Ceccacci has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and New York. Laidlaw Wealth Management LLC is a financial advisory business based in New York, NY. It has offices in five locations and a total of 43 financial advisors. It has $887 million in total assets among its 2,351 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,351 client accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Laidlaw Wealth Management LLC can consist 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
Patrick Ceccacci Work History
Patrick has been registered as a financial advisor for 4 years.*
Laidlaw Company
Laidlaw Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Patrick Ceccacci 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 Port Richey, FL
New York, NY
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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