Sachin Kumar
Investment adviser representative at Laidlaw Wealth Management LLC
10 yearsExperience
2 statesRegistered in
$108.1MFirm assets
8 yearsFirm in business
Are you Sachin Kumar? Claim your profile
Contact this firm
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
10 years in the industry.
- Laidlaw Wealth Management LLCOct 2019 to now
- Laidlaw & Company (UK) Ltd.Oct 2019 to now
- Morgan Stanley Private Bank, N.A.Jul 2016 to Jul 2019
- Morgan StanleyApr 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (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
- 5295758
- Firm CRD
- 150040