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NEWMAN LADD CAPITAL ADVISORS, LLC.

CAMILLUS, NY · CRD 129860 · IAPD ↗ · 315-299-8979

$108.1MRegulatory AUM
2Advisory reps
2Employees
46Clients
101-250Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2024 — NEWMAN LADD CAPITAL ADVISORS, LLC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.