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Iht Wealth Management LLC CRD 171481
$9.80B regulatory AUM 326 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
100 Park Avenue - Suite 1600 , Ny 10017 Ph, New York, NY 10017 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securites (Usa)Inc. | New York | NY | 04/2013 | 04/2020 |
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | 04/2020 |
| Laidlaw Wealth Management | New York | NY | 06/2020 | 08/2021 |
| Laidlaw & Company | New York | NY | 06/2020 | 08/2021 |
| Iht Wealth Management Llc | New York | NY | 08/2021 | Present |
STONEBRIAR INVESTMENTS, LLC DBA FOR ADVISORY BUSINESS INVESTMEMNT RELATED INSURANCE LICENSED - LIFE AND HEALTH SELF EMPLOYED RENTAL PROPERTY RENTING OUT 2ND HOME LANDLORD TO APARTMENT WHICH HAVE OWNED AND LIVED SINCE 2013 SINCE 03/23/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-08 |
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