Charles J. Avarello

FAIRWAY WEALTH MANAGEMENT LLC

Independence, OH 44131

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CRD#: 4525996

Professional summary

Charles Joseph Avarello, CFP® is a registered financial advisor currently at FAIRWAY WEALTH MANAGEMENT LLC located in Independence, Ohio.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Charles has worked at 2 firms and has passed the Series 65 and Series 63 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 Charles Joseph Avarello'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: 2003

Experience

Current

December 3, 2020 - Present

FAIRWAY WEALTH MANAGEMENT LLC

Office #1: 6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131

RIA

CRD#: 311031

Independence, OH

Past

August 18, 2011 - December 2, 2020

FAIRWAY WEALTH MANAGEMENT LLC

RIA

CRD#: 120296

INDEPENDENCE, OH

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".

FAIRWAY WEALTH MANAGEMENT LLC

FAIRWAY WEALTH LLC | FAIRWAY WEALTH MANAGEMENT LLC

CRD#: 311031 / SEC#: 801-119777

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

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

Ohio
(12/3/2020)

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 65

Date: 12/13/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/2001

Uniform Securities Agent State Law Examination

Current Firm

FAIRWAY WEALTH MANAGEMENT LLC

FAIRWAY WEALTH LLC | FAIRWAY WEALTH MANAGEMENT LLC

CRD#: 311031 / SEC#: 801-119777

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

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Contact information

Main Address

6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131

Mailing Address

Phone number

(216) 573-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAIRWAY WEALTH LLC PART 2A - MARCH 2025 UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 2,606,591,687

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2024	Cover Page	Report
09/26/2023	Cover Page	Report
10/14/2022	Cover Page	Report

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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Charles J. Avarello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Joseph Avarello's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRWAY WEALTH MANAGEMENT LLC

FAIRWAY WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

FAIRWAY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2001

Series 63

Date: 12/3/2001

Current Firm

FAIRWAY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAIRWAY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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