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Craig Laub

Klingman AND Associates, LLC

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About Craig Laub

Craig Laub is an investment advisor representative with Klingman And Associates, LLC. Craig has been in the financial services industry for over 20 years. Craig is registered with the state of New York and Texas as an investment advisor representative. Craig is also a Certified Financial Planner. Craig has a wide range of experience in the financial services industry, including working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Craig Laub is currently registered with Klingman AND Associates, LLC. Klingman AND Associates, LLC is an investment advisor headquartered in NEW YORK, NY. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. They have $3,276,784,099 in regulatory assets under management.
Klingman AND Associates, LLC

120 WEST 45TH STREET

NEW YORK, NY 10036

$3.28B

Assets Under Management

3

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Laub’s Registration & Firm History

NY

03/10/2017 - Present

Klingman AND Associates, LLC (NEW YORK NY)

NY

12/12/2005 - 07/10/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)

WI

03/27/2002 - 12/13/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

NJ

05/13/1999 - 08/01/2001

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 06/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Laub.
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