Matthew Parker has been an investment adviser representative at Laidlaw Wealth Management since January 2020, 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 · 6 yearsNew York, NY · Adviser representative · Firm CRD 150040
Investment adviser representative registrations
Matthew Parker is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2020; the most recent is Florida, in September 2025.
- FloridaSince 22 September 2025
- New YorkSince 1 April 2021
- TexasResidentSince 2 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 5 February 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1996 |
| Series 7 | General Securities Representative Examination | 29 July 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Terry Parker
- CRD
- 2762117
- 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
- August 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Matthew Parker work?
Matthew Parker is an investment adviser representative registered through Laidlaw Wealth Management LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Parker a financial advisor?
Yes. Matthew Parker has a current investment-adviser registration in Florida, New York and Texas, through Laidlaw Wealth Management since January 2020.
How many years of experience does Matthew Parker have?
Matthew Parker has 30 years in the financial industry, since August 1996, across 1 adviser firm.
What exams has Matthew Parker passed?
Matthew Parker has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in July 1996. FINRA credited Matthew Parker with the SIE, which began in October 2018.
Where is Matthew Parker based?
Matthew Parker’s registered office is in New York, NY.
Is Matthew Parker registered with FINRA?
Yes. Matthew Parker has a current broker registration, under CRD 2762117.
Source: FINRA BrokerCheck
How can I verify Matthew Parker’s record?
Search CRD 2762117 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Parker’s full registration record.
