Investment adviser representative · Valoir Wealth LLC
Lawrence A. Dauer III
CRD 4612069 · Miami, FL
At a glance
Lawrence A. Dauer III is an investment adviser representative with Valoir Wealth LLC in Miami, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lawrence’s SEC record dates to 2014, about 12 years ago.
Current advisory firm
- Valoir Wealth LLCSince November 2024Miami, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lawrence’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.