Unclaimed Profile

Lawrence Seth Winer

NED DAVIS RESEARCH, INC.·VENICE, Florida

Series 65Clean record13 years registeredNED DAVIS RESEARCH, INC.

600 BIRD BAY DRIVE, WEST, VENICE, FL 34285-8020CRD# 4888672Firm CRD# 112260

Profile Verification

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

Identity

Lawrence Seth Winer · VENICE, FL

Registration

CRD #4888672 · NED DAVIS RESEARCH, INC. · 13 years registered

Brand Profile

Not yet started

Career History

BLUE FOX ADVISORS, LLC

Apr 2020 – present

NED DAVIS RESEARCH, INC.

Jan 2013 – Mar 2020

VENICE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 9, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NED DAVIS RESEARCH, INC.

CRD 112260 · SEC 801-60241

AUM

$249K

Regulatory assets under management

Employees

1 client accounts

Services offered by NED DAVIS RESEARCH, INC.

Per Form ADV

Publication of periodicals/newsletters

Market timing services

Educational seminars/workshops

Other advisory services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at NED DAVIS RESEARCH, INC. →

Introduction

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Frequently Asked Questions

What services does Lawrence Seth Winer offer?

Lawrence Seth Winer specializes in Financial Education. Contact their office in VENICE, Florida for a consultation.

What are Lawrence Seth Winer's credentials?

Lawrence Seth Winer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Seth Winer located?

Lawrence Seth Winer is based in VENICE, Florida, working with NED DAVIS RESEARCH, INC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.

How does Lawrence Seth Winer charge for services?

Lawrence Seth Winer's firm is compensated through hourly charges, fixed fees, subscription fees, other: ndr receives bps on other ia's aum using ndr models. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NED DAVIS RESEARCH, INC.?

NED DAVIS RESEARCH, INC. has approximately 70 employees and manages $249K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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