Claudia I. Teran

VALOR ADVISORS LLC

Miami, FL 33131

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CRD#: 5809432

Professional summary

Claudia Isabel Teran, who also goes by Claudia Teran, is a registered financial advisor currently at VALOR ADVISORS LLC located in Miami, Florida.

Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Claudia has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Claudia Teran

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 Claudia Isabel Teran'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

September 18, 2018 - Present

VALOR ADVISORS LLC

Office #1: 1441 Brickell Avenue Suite 1500, Miami, FL 33131

RIA

CRD#: 171358

Miami, FL

Past

March 31, 2014 - November 10, 2017

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

MIAMI, FL

Past

March 14, 2014 - November 10, 2017

HSBC SECURITIES (USA) INC.

CRD#: 19585

MIAMI, FL

Past

June 19, 2013 - March 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CORAL GABLES, FL

Past

March 27, 2013 - March 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CORAL GABLES, FL

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".

VALOR ADVISORS LLC

CRD#: 171358 / SEC#: 801-79691

RIA

Registered Investment Advisory firm - (5/19/2014 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

Florida
(9/18/2018)

IAR

Texas
(10/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/12/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2013

General Securities Representative Examination

Current Firm

VALOR ADVISORS LLC

CRD#: 171358 / SEC#: 801-79691

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

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Contact information

Main Address

1441 Brickell Avenue Suite 1500, Miami, FL 33131

Mailing Address

Phone number

(305) 424-1432

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALOR ADVISORS FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 3,123,404,927

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.

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Claudia I. Teran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Claudia Isabel Teran's CRS (Customer Relationship Summary).

Certified licenses

Experience

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VALOR ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2013

SIE

Date: 11/10/2017

Series 7

Date: 3/26/2013

Current Firm

VALOR ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALOR ADVISORS LLC

TRUST BUT VERIFY

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