Cory Laird has been an investment adviser representative at Minichmacgregor Wealth Management since October 2017, and is not listed among the firm’s executive officers or direct owners. Cory Laird holds a Bachelor of Science in Economics from Texas A&M University and a Master of Science in Economics from Texas A&M University.
Minichmacgregor Wealth Management, LLC is a Saratoga Springs, NY firm with $723M under management, 928 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Cory Laird is Financial Planner of Minich MacGregor Wealth Management. He has been a financial advisor since 2015 and joined the firm in 2016. His work centres on retirement planning, investment strategies and tax-efficient wealth preservation for individuals and families.
Cory Laird’s longest registration is the current one, 9 years at Minichmacgregor Wealth Management since 2017. Before joining Minichmacgregor Wealth Management in 2017, Cory Laird was registered through Park Avenue Securities LLC.
- – present · 9 yearsSaratoga Springs, NY · Adviser representative · Firm CRD 151237
- Park Avenue Securities LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 46173
Professional designations
Listed by Minichmacgregor Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Social Security and Medicare Specialist™ (CSS®)
Investment adviser representative registrations
Cory Laird is registered as an investment adviser representative in 2 states. The first approvals date from October 2017; the most recent is New York, in April 2021.
- New YorkSince 28 April 2021
- TexasSince 12 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 February 2016 |
| Series 7 | General Securities Representative Examination | 21 January 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cory Lee Laird
- CRD
- 6552295
- Firm
- Minichmacgregor Wealth Management · CRD 151237
- Office
- 21 CONGRESS STREET, SUITE 203, Saratoga Springs, NY 12866
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mmwealth.com
Where does Cory Laird work?
Cory Laird is an investment adviser representative registered through Minichmacgregor Wealth Management, LLC since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Cory Laird a financial advisor?
Yes. Cory Laird has a current investment-adviser registration in New York and Texas, through Minichmacgregor Wealth Management since October 2017.
How many years of experience does Cory Laird have?
Cory Laird has 9 years in the financial industry, since August 2017, across 2 adviser firms.
What exams has Cory Laird passed?
Cory Laird has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2016. FINRA credited Cory Laird with the SIE, which began in October 2018.
Where did Cory Laird work before Minichmacgregor Wealth Management?
Before Minichmacgregor Wealth Management, Cory Laird was registered through Park Avenue Securities LLC, March 2016 to May 2016.
Where is Cory Laird based?
Cory Laird’s registered office is in Saratoga Springs, NY.
Is Cory Laird registered with FINRA?
No. Cory Laird has no current broker registration.
Is Cory Laird a CFP?
Minichmacgregor Wealth Management lists Cory Laird with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cory Laird’s record?
Search CRD 6552295 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory Laird’s full registration record.
