Lawrence E. Dwight

DWIGHT INVESTMENT COUNSEL

HOLDERNESS, NH

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CRD#: 7110348

Professional summary

Lawrence Edward Dwight III, who also goes by Lance Dwight, is a registered financial advisor currently at DWIGHT INVESTMENT COUNSEL located in Holderness, New Hampshire.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lawrence has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lance Dwight

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 Lawrence Edward Dwight III's 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

November 13, 2025 - Present

DWIGHT INVESTMENT COUNSEL

RIA

CRD#: 301184

HOLDERNESS, NH

Past

September 30, 2020 - December 14, 2024

DWIGHT INVESTMENT COUNSEL

RIA

CRD#: 301184

Holderness, NH

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

New Hampshire
(11/13/2025)

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 65

Date: 12/20/2017

Uniform Investment Adviser Law Examination

Current Firm

DWIGHT INVESTMENT COUNSEL

DWIGHT INVESTMENT COUNSEL | DWIGHT INVESTMENT COUNSEL, LLC | DWIGHT INVESTMENT COUNSEL LLC

CRD#: 301184 / SEC#:

Massachusetts

Registered Investment Advisory firm - (12/14/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/7/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Holderness, NH

Mailing Address

Phone number

(207) 557-1089

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 398,470

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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Lawrence E. Dwight

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Dwight III's CRS (Customer Relationship Summary).

Certified licenses

Experience

DWIGHT INVESTMENT COUNSEL

DWIGHT INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2017

Current Firm

DWIGHT INVESTMENT COUNSEL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DWIGHT INVESTMENT COUNSEL

TRUST BUT VERIFY

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