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Matthew Terry Parker

Laidlaw Wealth Management LLC

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About Matthew Terry Parker

Matthew Terry Parker is a registered Investment Advisor Representative at Laidlaw Wealth Management LLC in New York. Matthew has been in the financial industry for 25 years and is registered in New York and Texas. Matthew has a strong track record of providing personalized financial planning and portfolio management services to a diverse clientele, including high-net-worth individuals, families, and businesses.

Firm Information

Matthew Parker 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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Matthew Parker’s Registration & Firm History

NY

01/02/2020 - Present

Laidlaw Wealth Management LLC (NEW YORK NY)

NY

06/01/2009 - 04/02/2019

MORGAN STANLEY (NEW YORK NY)

NY

09/13/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/25/2001 - 09/01/2006

WACHOVIA SECURITIES, LLC (NEW YORK NY)

NY

07/30/1996 - 07/17/2001

SANDS BROTHERS & CO., LTD. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 07/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew Terry Parker. Review regulatory record here.
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