Andrew T Moen
Investment adviser representative at Newman Ladd Capital Advisors, LLC.
21 yearsExperience
3 statesRegistered in
$108.1MFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Leigh Baldwin & Co., LLCJan 2007 to now
- Newman Ladd Capital Advisors, LLC.Jan 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Newman Ladd Capital Advisors, LLC.
$108.1MAssets managed
206Clients
2Advisers
12 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
- 2954195
- Firm CRD
- 129860