Claudia Isabel Teran
Investment adviser representative at Valor Advisors LLC
12 yearsExperience
2 statesRegistered in
$4BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Valor Advisors LLCNov 2017 to now
- HSBC Private Bank (USA)Mar 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Valor Advisors LLC
$4BAssets managed
66Clients
3Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5809432
- Firm CRD
- 171358