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LB

Laura C. Blair

VAQUERO PRIVATE WEALTH, LTD.
DALLAS, TX 75225
Some features on this profile are disabled
CRD#: 2461108
LB

Professional summary

Laura C. Blair, who also goes by Laura Blair, Blair Charity Womack, Laura Charity Womack, is a registered financial advisor currently at VAQUERO PRIVATE WEALTH, LTD. located in Dallas, Texas.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Laura has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Laura Blair | Blair Charity Womack | Laura Charity Womack

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura C. Blair's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 29, 2022 - Present

VAQUERO PRIVATE WEALTH, LTD.

Office #1: 8111 Douglas Avenue Suite 1350, Dallas, TX 75225
RIA
CRD#: 305266
DALLAS, TX
Past

August 25, 2017 - November 27, 2019

SYNTAL CAPITAL PARTNERS, LLC

RIA
CRD#: 161954
Dallas, TX
Past

March 31, 1999 - August 29, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

March 30, 1999 - August 29, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX
Past

October 7, 1997 - March 9, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 1, 1997 - September 25, 1997

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

March 8, 1995 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

January 25, 1995 - February 23, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 11, 1994 - December 20, 1994

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VAQUERO PRIVATE WEALTH, LTD.
VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364

RIA
Registered Investment Advisory firm - (9/20/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/29/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/10/1994
General Securities Representative Examination

Current Firm

VP
VAQUERO PRIVATE WEALTH, LTD.
VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364

RIA
Registered Investment Advisory firm - (9/20/2019 Approved)
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Contact information

Main Address
8111 Douglas Avenue Suite 1350, Dallas, TX 75225
Mailing Address
Phone number
(214) 269-7855
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VAQUERO PRIVATE WEALTH ADV 2A (2/24/2026)

Regulatory assets under management

Total Number of Accounts739
AUM (Assets Under Management)$ 928,946,791

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/09/2025
Cover Page
Report
11/26/2024
Cover Page
Report
04/02/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266Dallas, TX 75225

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