Henry McCormack has been an investment adviser representative at Laidlaw Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners.
Laidlaw Wealth Management LLC is a New York, NY firm with $108M under management, 123 clients and 5 advisers across 4 offices, as of its April 2026 filing.
- – present · 4 yearsNew York, NY · Adviser representative · Firm CRD 150040
Investment adviser representative registrations
Henry McCormack is registered as an investment adviser representative in New York, since December 2021.
- New YorkSince 23 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 December 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 2010 |
| Series 7 | General Securities Representative Examination | 15 December 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Henry Oliver McCormack
- CRD
- 5709677
- Firm
- Laidlaw Wealth Management · CRD 150040
- Office
- 521 FIFTH AVE, 12TH FLOOR, New York, NY 10175
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Henry McCormack work?
Henry McCormack is an investment adviser representative registered through Laidlaw Wealth Management LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Henry McCormack a financial advisor?
Yes. Henry McCormack has a current investment-adviser registration in New York, through Laidlaw Wealth Management since December 2021.
How many years of experience does Henry McCormack have?
Henry McCormack has 16 years in the financial industry, since December 2009, across 1 adviser firm.
What exams has Henry McCormack passed?
Henry McCormack has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2009. FINRA credited Henry McCormack with the SIE, which began in October 2018.
Where is Henry McCormack based?
Henry McCormack’s registered office is in New York, NY.
Is Henry McCormack registered with FINRA?
Yes. Henry McCormack has a current broker registration, under CRD 5709677.
Source: FINRA BrokerCheck
How can I verify Henry McCormack’s record?
Search CRD 5709677 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Henry McCormack’s full registration record.
