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John McDermott

Laidlaw Wealth Management LLC

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About John McDermott

John McDermott is a financial advisor at Laidlaw Wealth Management LLC. John has been in the financial industry since November 2011. John is registered to provide investment advice in California, Nevada, New Jersey and New York. Laidlaw Wealth Management LLC provides financial planning, portfolio management for businesses and individuals and selection of other advisors.

Firm Information

John McDermott 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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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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John McDermott’s Registration & Firm History

NY

03/29/2021 - Present

Laidlaw Wealth Management LLC (NEW YORK NY)

NJ

11/18/2011 - 11/05/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER MONTCLAIR NJ)

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Licenses & Designations

BOTH

Issued 12/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John McDermott.
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