Best Investors Account Sign in

Alex Shtaynberger

Laidlaw Wealth Management LLC

New York, NY

Claim This Profile
Current Employers
Laidlaw Wealth Management Llc

521 Fifth Ave 12Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-23
NJ RA APPROVED 2010-04-19
  • NY RA
    APPROVED
    Since 2021-03-23
  • NJ RA
    APPROVED
    Since 2010-04-19

Branch Locations

521 Fifth Ave 12Th Floor, New York, NY 10175 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Laidlaw & Company (Uk) Ltd New York NY 10/1999 Present
Laidlaw Wealth Management New York NY 03/2010 Present
  • 10/1999 → Present
    Laidlaw & Company (Uk) Ltd
    New York, NY
  • 03/2010 → Present
    Laidlaw Wealth Management
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-24
S63 Uniform Securities Agent State Law Examination 1992-01-29
  • S65 Uniform Investment Adviser Law Examination
    2010-03-24
  • S63 Uniform Securities Agent State Law Examination
    1992-01-29
Other Names
  • Oleg Shtaynberger
  • Alex Shtaynberger

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor