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Sachin Kumar

Laidlaw Wealth Management LLC

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About Sachin Kumar

Sachin Kumar is a financial advisor with Laidlaw Wealth Management LLC, located in New York, NY. Sachin Kumar has over 13 years of experience in the financial services industry. Kumar holds Series 6, 7, 63, and 66 securities licenses. Kumar is registered to provide investment advisory services in Texas and New York. Prior to joining Laidlaw Wealth Management, Kumar worked at Morgan Stanley and Chase Investment Services Corp. Kumar specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Sachin Kumar 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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Sachin Kumar’s Registration & Firm History

NY

10/13/2019 - Present

Laidlaw Wealth Management LLC (NEW YORK NY)

NY

05/25/2016 - 08/28/2019

MORGAN STANLEY (NEW YORK NY)

NY

03/15/2007 - 03/15/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Sachin Kumar. Review regulatory record here.
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