linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Walter Cross

Laidlaw Wealth Management LLC

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

About John Walter Cross

John Walter Cross is an investment advisor representative with Laidlaw Wealth Management LLC. John has been in the industry since March 29, 2002. John has a Series 66 license and holds the following licenses: SIE, Series 7. John is registered in the following states: Connecticut, Florida, Georgia, New York. Previously, John was employed by Wells Fargo Clearing Services, LLC and BNP Paribas Investment Services, LLC. John is also the CIO & Director of the Marion Moore Foundation Inc. and provides investment related services for the foundation.

Firm Information

John Cross 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.

John Cross’s Registration & Firm History

FL

05/21/2021 - Present

Laidlaw Wealth Management LLC (Coral Gables FL)

FL

06/02/2014 - 05/12/2021

WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)

FL

03/28/2002 - 05/30/2014

BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)

Not sure if John Walter Cross is right for you?

Licenses & Designations

BOTH

Issued 09/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Walter Cross.
Not sure if John Walter Cross is right for you?