Eleanor B. Deskin

Some features on this profile are disabled

CRD#: 1231146

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eleanor Bonnici Deskin, who also goes by Ellie Deskin, Thie Deskin, Ellie Deskinthie, Eleanor Kibler, was a registered financial professional .

Eleanor is a previously registered financial professional and started their career in finance in 1984. Eleanor had worked at 18 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ellie Deskin | Thie Deskin | Ellie Deskinthie | Eleanor Kibler

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.

1. LIFETIME INVESTMENT MANAGEMENT LLC POSITION: Managing Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 100 START DATE: 11/26/2001 ADDRESS: 2246 ANNANDALE PL, Xenia OH 45385, United States DESCRIPTION: this is the DBA i am the owner of this LLC and its used as a DBA for my financial advisor services through the broker dealer 2. LIFETIME INVESTMENT MANAGEMENT LLC POSITION: Managing Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 11/26/2001 ADDRESS: 2246 ANNANDALE PL, Xenia OH 45385, United States DESCRIPTION: selling life and long term care insurance 3. AVISO WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation, Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/31/2024 ADDRESS: 11900 NE 1st Street, Suite 300, Bellevue WA 98005, United States DESCRIPTION: provide investment advice to clients, manage investment portfolios 4. AVISO FINANCIAL CENTER POSITION: advisor NATURE: DBA for Osaic brokerage business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/31/2024 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: Financial Advisor 5. AVISO FINANCIAL, LLC POSITION: Financial Advisor NATURE: DBA for broker dealer business LLC holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/31/2024 ADDRESS: 252 W Swamp Road, Unit 28, Doylestown PA 18901, United States DESCRIPTION: Financial Advisor

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 31, 2024 - December 31, 2024

AVISO WEALTH MANAGEMENT

RIA

CRD#: 108146

Xenia, OH

Past

May 31, 2024 - December 31, 2024

OSAIC WEALTH, INC.

CRD#: 23131

XENIA, OH

Past

September 8, 2022 - June 14, 2024

CETERA ADVISORS LLC

CRD#: 10299

Xenia, OH

Past

November 12, 2020 - June 14, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

XENIA, OH

Past

June 13, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

HARBOR SPRINGS, MI

Past

May 28, 2010 - December 12, 2017

LIFETIME INVESTMENT MANAGEMENT, L.L.C.

RIA

CRD#: 121970

SAINT PETERSBURG, FL

Past

May 27, 2010 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

Xenia, OH

Past

December 8, 2008 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

Xenia, OH

Past

October 31, 2005 - December 10, 2008

OSAIC SERVICES, INC.

CRD#: 133763

LAPEER, MI

Past

November 22, 2000 - April 5, 2007

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

June 16, 2000 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

June 8, 1993 - June 14, 2000

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

May 14, 1993 - June 7, 1993

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Past

January 14, 1993 - November 1, 1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

CRD#: 13741

EL PASO, TX

Past

August 5, 1988 - May 14, 1993

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

July 26, 1988 - December 31, 1992

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

July 1, 1988 - August 1, 1988

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

November 23, 1987 - July 1, 1988

BMMG CAPITAL CORP.

CRD#: 7304

Past

February 2, 1987 - February 20, 1988

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

December 4, 1986 - November 18, 1987

MARANTETTE & CO

CRD#: 16314

Past

March 28, 1984 - November 7, 1986

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

Past

February 24, 1984 - July 17, 1984

MANLEY, BENNETT, MCDONALD & CO

CRD#: 551

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".

AVISO WEALTH MANAGEMENT

CRD#: 108146 / SEC#: 801-56358

RIA

Registered Investment Advisory firm - (3/22/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/20/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/6/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/1984

General Securities Representative Examination

Current Firm

AVISO WEALTH MANAGEMENT

CRD#: 108146 / SEC#: 801-56358

RIA

Registered Investment Advisory firm - (3/22/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

11900 Ne 1st St Suite 300, Bellevue, WA 98005

Mailing Address

Phone number

(877) 633-1210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVISO WEALTH MANAGEMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,904
AUM (Assets Under Management)	$ 494,946,434

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eleanor B. Deskin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC WEALTH, INC.

CETERA ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

LIFETIME INVESTMENT MANAGEMENT, L.L.C.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

OSAIC SERVICES, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

SUNAMERICA SECURITIES, INC.

SIGMA FINANCIAL CORPORATION

SIGMA FINANCIAL CORPORATION

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

HIMCO DISTRIBUTION SERVICES COMPANY

MUTUAL SERVICE CORPORATION

ROBERT W. BAIRD & CO. INCORPORATED

BMMG CAPITAL CORP.

HIMCO DISTRIBUTION SERVICES COMPANY

MARANTETTE & CO

THOMSON MCKINNON SECURITIES INC.

MANLEY, BENNETT, MCDONALD & CO

Primary Firm SEC Registration

AVISO WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/20/2010

Series 65

Date: 12/6/1999

Series 63

Date: 2/28/1984

SIE

Date: 10/1/2018

Series 7

Date: 2/18/1984

Current Firm

AVISO WEALTH MANAGEMENT

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVISO WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors