Treven L. Ayers

CLEARVIEW WEALTH MANAGEMENT

Charlotte, NC 28211

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CRD#: 2405905

Professional summary

Treven Lindsey Ayers, CFP® is a registered financial advisor currently at CLEARVIEW WEALTH MANAGEMENT located in Charlotte, North Carolina.

Treven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Treven has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Treven Lindsey Ayers's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 15, 2013 - Present

CLEARVIEW WEALTH MANAGEMENT

Office #1: 6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211

RIA

CRD#: 166812

Charlotte, NC

Past

September 20, 2004 - February 28, 2013

MCSHANE PARTNERS

RIA

CRD#: 107236

CHARLOTTE, NC

Past

August 1, 1996 - December 31, 1999

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

July 1, 1994 - December 9, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 1, 1994 - December 9, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CLEARVIEW WEALTH MANAGEMENT

CLEARVIEW WEALTH MANAGEMENT | SHERCLAR, INCORPORATED | SHERCLAR, INC

CRD#: 166812 / SEC#: 801-112778

RIA

Registered Investment Advisory firm - (4/4/2018 Approved)

North Carolina

Registered Investment Advisory firm - (4/16/2018 Terminated)

South Carolina

Registered Investment Advisory firm - (4/16/2018 Terminated)

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).

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

North Carolina
(3/15/2013)

IAR

South Carolina
(4/16/2013)

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

Series 63

Date: 6/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/29/1994

General Securities Representative Examination

Current Firm

CLEARVIEW WEALTH MANAGEMENT

CLEARVIEW WEALTH MANAGEMENT | SHERCLAR, INCORPORATED | SHERCLAR, INC

CRD#: 166812 / SEC#: 801-112778

RIA

Registered Investment Advisory firm - (4/4/2018 Approved)

North Carolina

Registered Investment Advisory firm - (4/16/2018 Terminated)

South Carolina

Registered Investment Advisory firm - (4/16/2018 Terminated)

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Contact information

Main Address

6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211

Mailing Address

6836 Carnegie Blvd. Suite 200, Charlotte, NC 28211

Phone number

(704) 837-4317

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARVIEW WEALTH MANAGEMENT FIRM BROCHURE (8/20/2025)

CLEARVIEW WEALTH MGMT. FIRM BROCHURE PART 2A FORM ADV (8/20/2025)

Regulatory assets under management

Total Number of Accounts	512
AUM (Assets Under Management)	$ 170,700,000

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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Treven L. Ayers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Treven Lindsey Ayers's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARVIEW WEALTH MANAGEMENT

MCSHANE PARTNERS

GROVE POINT INVESTMENTS, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CLEARVIEW WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 6/28/1994

Series 7

Date: 6/29/1994

Current Firm

CLEARVIEW WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARVIEW WEALTH MANAGEMENT

TRUST BUT VERIFY

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