Matthew Terry Parker

Laidlaw Wealth Management LLC

29 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Laidlaw Wealth Management LLC

Compensation

Fee-Only (AUM)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

Location

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

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

September 2025

Final

Customer Dispute

June 2002

Settled

Customer Dispute

May 2001

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Laidlaw Wealth Management LLC

January 2020 - Present · 6 yrs 1 mo

Laidlaw & Company (UK) LTD.Broker

March 2019 - Present · 6 yrs 11 mos

Previous Registrations

Morgan StanleyBroker

June 2009 - April 2019 · 9 yrs 10 mos

Citigroup Global Markets INC.Broker

September 2006 - June 2009 · 2 yrs 9 mos

Wachovia Securities, LLCBroker

June 2001 - September 2006 · 5 yrs 3 mos

Sands Brothers & CO., LTD.Broker

July 1996 - July 2001 · 5 yrs

State Registrations4 states

CAFLNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.