Unclaimed Profile

Lloyd Devaux

SUNSTATE WEALTH MANAGEMENT LLC·CORAL GABLES, Florida

Series 65Clean record1 years registeredSUNSTATE WEALTH MANAGEMENT LLC

2901 S LEJEUNE ROAD, CORAL GABLES, FL 33134CRD# 7575323Firm CRD# 317453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lloyd Devaux · CORAL GABLES, FL

Registration

CRD #7575323 · SUNSTATE WEALTH MANAGEMENT LLC · 1 years registered

Brand Profile

Not yet started

Career History

SUNSTATE WEALTH MANAGEMENT LLC

Jun 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 9, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNSTATE WEALTH MANAGEMENT LLC

CRD 317453 · SEC 801-122830

AUM

$173M

Regulatory assets under management

Employees

17 client accounts

Services offered by SUNSTATE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNSTATE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Lloyd Devaux offer?

Lloyd Devaux specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.

What are Lloyd Devaux's credentials?

Lloyd Devaux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lloyd Devaux located?

Lloyd Devaux is based in CORAL GABLES, Florida, working with SUNSTATE WEALTH MANAGEMENT LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Lloyd Devaux charge for services?

Lloyd Devaux's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNSTATE WEALTH MANAGEMENT LLC?

SUNSTATE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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