Dylan T. Gaver

THE SHERRINGTON GROUP

Columbus, OH 43215

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CRD#: 5303588

Professional summary

Dylan Thomas Gaver, CFP®, who also goes by Dylan T Gaver, is a registered financial advisor currently at THE SHERRINGTON GROUP located in Columbus, Ohio and AVIOR WEALTH MANAGEMENT, LLC located in Columbus, Ohio.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Dylan has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dylan T Gaver

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 Dylan Thomas Gaver'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: 2015

Experience

Current

January 13, 2023 - Present

THE SHERRINGTON GROUP

Office #1: 1328 Dublin Rd., Suite 410, Columbus, OH 43215Office #2: 2175 Riverside Drive, Columbus, OH 43221

RIA

CRD#: 119864

Columbus, OH

Current

June 6, 2025 - Present

AVIOR WEALTH MANAGEMENT, LLC

Office #1: 3720 North High Street, Columbus, OH 43214

RIA

CRD#: 148674

Columbus, OH

Past

August 1, 2019 - December 16, 2021

BUDROS, RUHLIN & ROE

RIA

CRD#: 106536

COLUMBUS, OH

Past

June 7, 2014 - February 24, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

COLUMBUS, OH

Past

April 16, 2014 - February 24, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

COLUMBUS, OH

Past

September 20, 2013 - December 5, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

COLUMBUS, OH

Past

May 26, 2011 - September 23, 2013

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Past

January 19, 2011 - May 24, 2011

NATIONWIDE SECURITIES, LLC

CRD#: 11173

DUBLIN, OH

Past

January 6, 2011 - May 24, 2011

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

DUBLIN, OH

Past

July 14, 2008 - September 18, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

WORTHINGTON, OH

Past

June 23, 2008 - September 18, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

WORTHINGTON, OH

Past

April 9, 2008 - May 5, 2008

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

POWELL, OH

Past

January 29, 2008 - March 20, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

FLORENCE, KY

Past

July 3, 2007 - March 20, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FLORENCE, KY

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".

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

Registered Investment Advisory firm - (12/4/2008 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
(1/13/2023)

IAR

Texas
(1/13/2023)

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: 6/7/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/28/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2007

General Securities Representative Examination

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

Registered Investment Advisory firm - (12/4/2008 Approved)

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Contact information

Main Address

14301 First National Bank Parkway Suite 410, Omaha, NE 68154

Mailing Address

Phone number

(402) 218-4064

Established

Firm type

Fiscal year end

# of Employees

201

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIOR ADV 2A 3/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,385
AUM (Assets Under Management)	$ 5,083,670,234

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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Advisor Monitoring

Firm Stability Insights

Dylan T. Gaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Thomas Gaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVIOR WEALTH MANAGEMENT, LLC

BUDROS, RUHLIN & ROE

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THE HUNTINGTON INVESTMENT COMPANY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

AVIOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2014

Series 63

Date: 8/28/2007

SIE

Date: 2/24/2016

Series 7

Date: 7/2/2007

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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