Investment adviser representative · Minichmacgregor Wealth Management, LLC
Cory L. Laird
CRD 6552295 · Saratoga Springs, NY
At a glance
Cory L. Laird is an investment adviser representative with Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cory’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Minichmacgregor Wealth Management, LLCSince October 2017Saratoga Springs, NY · $723M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cory’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Minichmacgregor Wealth Management, LLC
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- Jason K. MacgregorSaratoga Springs
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- Michele A. TellstoneSaratoga Springs
- Patrick J. YounisSaratoga Springs
- James F. MinichSt Augustine
- Brenton W. SmithAlbany · Certified Financial Planner
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