Matthew Terry Parker
Investment adviser representative at Laidlaw Wealth Management LLC
17 yearsExperience
3 statesRegistered in
$108.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Laidlaw Wealth Management LLCMar 2019 to now
- Laidlaw & Company (UK) Ltd.Mar 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2019
- Morgan Stanley Smith BarneyJun 2009 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Laidlaw Wealth Management LLC
$108.1MAssets managed
123Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2762117
- Firm CRD
- 150040