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Mathew Telly Moschovas

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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
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Location

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

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Mathew is an associate at Lucius Partners LLC, a consulting management firm, since January 2020. He spends about 10-20% of his time on duties including communicating with board members, research, creating presentations, and assisting with the website.

Employment History
Current Registrations
Laidlaw Wealth Management LLC
February 2020 - Present · 6 yrs
Laidlaw & Company (UK) LTD.Broker
July 2017 - Present · 8 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.