Theologos
Basis
Laidlaw Wealth Management LLC
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About this Advisor
Theologos Basis is a financial advisor based in New York, New York, working with Laidlaw Wealth Management LLC. Theologos has previously held positions at Signature Securities Group Corp./Signature Bank, Laidlaw Wealth Management, Principal Life Insurance Company, Principal Securities Inc, Vanderbilt Securities, LLC, Vanderbilt Advisory Services, and Laidlaw & Company (UK) LTD. Theologos has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Theologos 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
Theologos Basis Work History
Laidlaw Wealth Management
Laidlaw & Company (Uk) LTD
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Principal Life Insurance Company
Principal Securities Inc
Signature Securities Group Corp./Signature Bank
Disclosures
Please visit the SEC profile of Theologos Basis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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