Advisor at Newman Ladd Capital Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Newman Ladd Capital Advisors, LLC.
Location
Camillus, NY 13031
Credentials
Series 63, Series 65
Industry experience
28 years
Andrew Moen is a financial advisor with Newman Ladd Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Newman Ladd Capital Advisors since 2005 and with Leigh Baldwin & Co., LLC since 2007. Outside of his advisory role, Moen is a partner at Moen & Thurston, a law firm. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach uses fundamental and cyclical analysis, managing accounts primarily on a discretionary basis with regular reviews and detailed reporting.
$50,000 - $250,000: 1.5% Next $250,001 - $1,000,000: 1.25% Next $1,000,001 - $2,000,000: 1.00% Next $2,000,001 - $22,000,000: 0.75%
Commissions from sale of investment products are possible but are not the primary source of compensation.
Account minimum: $50,000
5100 West Genesee Street
Camillus, NY 13031
Florida · New York · Texas
Leigh Baldwin & CO., LLC
2007 - Present (19 years)
Newman Ladd Capital Advisors
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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