Trustee of the Buff Trust · Laidlaw Wealth Management LLC
John P. Tesei
CRD 5504936 · Named on Form ADV at one SEC-registered adviser
At a glance
Laidlaw Wealth Management LLC, an SEC-registered wealth manager based in New York, NY with $108 million in regulatory assets, lists John P. Tesei on its Form ADV as Trustee of the Buff Trust, a control person.
Firms and roles
- Laidlaw Wealth Management LLCTrustee of the Buff TrustWealth manager · New York, NY · $108M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Arthur J. DaPonteCFO, Laidlaw Wealth Management LLC
- Alex ShtaynbergerChief Compliance Officer, Laidlaw Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.