linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Henry Chia-how Chang

Laidlaw Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Henry? Claim Your Profile

About Henry Chia-how Chang

Henry Chia-how Chang is a registered representative and investment advisor representative. Henry has been working in the financial industry since July 24, 2000. Henry is currently employed with Laidlaw Wealth Management LLC, and is registered in California and New York. Previously, Henry has worked for MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC. and GATEWAY INVESTMENT SERVICES, INC..

Firm Information

Henry Chang is currently registered with Laidlaw Wealth Management LLC. Laidlaw Wealth Management LLC is an investment advisor registered with the SEC and located in NEW YORK, NY. The firm has 22 registered representatives, 12 investment advisor representatives, and 11 investment advisory functions. They manage approximately $530,409,798 in assets for 1,171 accounts, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
Laidlaw Wealth Management LLC

521 FIFTH AVE

NEW YORK, NY 10175

$530.41M

Assets Under Management

Not reported

Total Clients

13

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Henry Chang’s Registration & Firm History

NY

03/25/2021 - Present

Laidlaw Wealth Management LLC (NEW YORK NY)

CA

10/20/2015 - 02/25/2021

MORGAN STANLEY (PASADENA CA)

CA

05/29/2007 - 11/06/2015

CITIGROUP GLOBAL MARKETS INC. (TEMPLE CITY CA)

CA

07/12/2004 - 05/29/2007

CITICORP INVESTMENT SERVICES (ROWLAND HEIGHTS CA)

CA

05/30/2003 - 07/15/2004

WM FINANCIAL SERVICES, INC. (IRVINE CA)

IL

07/24/2000 - 05/02/2003

GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)

NJ

11/26/1999 - 07/13/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Henry Chia-how Chang is right for you?

Licenses & Designations

BOTH

Issued 12/09/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Henry Chia-how Chang. Review regulatory record here.
Not sure if Henry Chia-how Chang is right for you?