Alex Shtaynberger

33 Years of Experience

1 DisclosureBroker

Alex Shtaynberger is a registered investment advisor at Laidlaw Wealth Management LLC, based in New York, NY, with 33 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 113 clients with $110M in assets under management.

Laidlaw Wealth Management LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

113 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$114.8M

Fee Structure

Minimum Investment:$25K

Planning is included in investment management (also available separately)

Laidlaw Wealth Management's fee for managing your investments is based on a percentage of the value of your portfolio. The annual management fee will not exceed 2.00% of the assets they manage. The fee is calculated monthly in advance based on the average daily balance of your account.

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Location

521 Fifth Ave, 12th Floor, New York, NY, 10175

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History

Regulatory History (1)

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Investigation

December 2022

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Employment History

Current Registrations

Laidlaw Wealth Management LLC

April 2010 - Present · 16 yrs

Laidlaw & Company (UK) LTD.Broker

July 2002 - Present · 23 yrs 9 mos

Previous Registrations

Sands Brothers & CO., LTD.Broker

March 1999 - October 2004 · 5 yrs 7 mos

Cibc Oppenheimer CORP.Broker

January 1992 - August 1998 · 6 yrs 7 mos

State Registrations52 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY

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Exams

No exam information available for this advisor.