John Tesei is Trustee of the Buff Trust and Trustee of the Garnet Trust of Laidlaw Wealth Management, is a control person of the firm and directly owns under 5% of it.
Laidlaw Wealth Management is an investment adviser based in New York, NY, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $108 million, as filed on 27 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5504936
- Firm
- Laidlaw Wealth Management · CRD 150040
- Role
- Trustee of the Buff Trust; Trustee of the Garnet Trust
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New York, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does John Tesei work?
John Tesei is Trustee of the Buff Trust; Trustee of the Garnet Trust of Laidlaw Wealth Management LLC, and is a control person of the firm.
How can I verify John Tesei’s record?
John Tesei’s role is listed on Laidlaw Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 150040.
