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Kai Kang

Laidlaw Wealth Management LLC

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About Kai Kang

Kai Kang is a financial advisor with Laidlaw Wealth Management LLC. Kai has been in the industry for 2 years and has a Series 7TO, Series 66, and SIE licenses. Kai specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. Kai has previously worked at Morgan Stanley. Kai is registered with FINRA and the state of California. Kai has expertise in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals.

Firm Information

Kai Kang 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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Kai Kang’s Registration & Firm History

CA

03/12/2021 - Present

Laidlaw Wealth Management LLC (Pasadena CA)

CA

12/13/2018 - 03/31/2021

MORGAN STANLEY (PASADENA CA)

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Licenses & Designations

BOTH

Issued 01/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kai Kang.
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