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Marc Preston Morgan

Laidlaw Wealth Management LLC

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About Marc Preston Morgan

Marc Preston Morgan is an investment advisor representative currently registered with Laidlaw Wealth Management LLC and has been in the industry since 2012. Marc has a wide range of experience working with clients of all types, including individuals, businesses, charitable organizations, and labor unions. Marc has passed several exams, including Series 7, Series 63, Series 66, and SIE. Marc is also registered in 27 states and territories.

Firm Information

Marc Morgan 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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Marc Morgan’s Registration & Firm History

NY

04/26/2022 - Present

Laidlaw Wealth Management LLC (NEW YORK NY)

NY

03/26/2013 - 01/31/2014

MEYERS ASSOCIATES, L.P. (NEW YORK NY)

NY

08/22/2012 - 03/21/2013

JOHN THOMAS FINANCIAL (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Preston Morgan.
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