Sachin Kumar has been an investment adviser representative at Laidlaw Wealth Management since October 2019, and is not listed among the firm’s executive officers or direct owners. Sachin Kumar holds a Bachelor's Degree in Economics from the University of Delhi and a Master's Degree in Marketing from Centennial College.
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.
Sachin Kumar is Partner and Wealth Advisor of Laidlaw Wealth Management. He develops asset allocation strategies for growth and capital preservation for a global client base of high net worth individuals and institutions. He previously worked in an advisory capacity at Morgan Stanley and as a private banker at JP Morgan Chase, and ran a commodities division of his family's enterprise.
Sachin Kumar’s longest registration is the current one, 7 years at Laidlaw Wealth Management since 2019. Before joining Laidlaw Wealth Management in 2019, Sachin Kumar was registered through Morgan Stanley.
- – present · 7 yearsNew York, NY · Adviser representative · Firm CRD 150040
- Morgan Stanley– · 3 yearsNew York, NY · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Sachin Kumar is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2019; the most recent is New York, in April 2021.
- New YorkSince 1 April 2021
- TexasResidentSince 13 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 July 2016 |
| Series 7 | General Securities Representative Examination | 25 May 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 April 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5295758
- 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
- July 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- laidlawwealthmanagement.com
Where does Sachin Kumar work?
Sachin Kumar is an investment adviser representative registered through Laidlaw Wealth Management LLC since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Sachin Kumar a financial advisor?
Yes. Sachin Kumar has a current investment-adviser registration in New York and Texas, through Laidlaw Wealth Management since October 2019.
How many years of experience does Sachin Kumar have?
Sachin Kumar has 15 years in the financial industry, since July 2011, across 2 adviser firms.
What exams has Sachin Kumar passed?
Sachin Kumar has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2007. FINRA credited Sachin Kumar with the SIE, which began in October 2018.
Where did Sachin Kumar work before Laidlaw Wealth Management?
Before Laidlaw Wealth Management, Sachin Kumar was registered through Morgan Stanley, July 2016 to August 2019.
Where is Sachin Kumar based?
Sachin Kumar’s registered office is in New York, NY.
Is Sachin Kumar registered with FINRA?
Yes. Sachin Kumar has a current broker registration, under CRD 5295758.
Source: FINRA BrokerCheck
How can I verify Sachin Kumar’s record?
Search CRD 5295758 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sachin Kumar’s full registration record.
