DL
CFA · CIC
DL
CFA · CIC

David Kennedy Laidlaw

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,159 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K
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Location

4 High Ridge Park, 3rd Floor, Stamford, CT, 06905

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a partner in Hamish & Trotwood, LLC with Moira S. Laidlaw, created in 2017 to own commercial real estate. Overseeing this LLC takes minimal time and is not investment-related.

Employment History
Current Registrations
Carnegie Investment Counsel
February 2025 - Present · 1 yr
Previous Registrations
Laidlaw Group, LLC
May 2006 - December 2015 · 9 yrs 7 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
David Kennedy Laidlaw - Financial Advisor | TrueAdvisor