David Burritt
AVIOR WEALTH MANAGEMENT | Financial Advisor
OMAHA, NE 68154
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CRD#: 5764226
Professional summary
David Burritt, CFP®, who also goes by David Roger Burritt, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
David Roger Burritt
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.
Entity Name: Professional Golf Caddy Investment related: N Address: Professional Golf caddie for PGA professionals and celebrities that I personally know. No address as it will be at different locations. Nature of the other business: Sports Position/Title/Relationship: employee/contractor Start Date: 12/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Professional Golf caddie for PGA professionals and celebrities that I personally know. Not similar to my JPMC role. I will possibly Caddy 1-2 times a year in my state of residence. Entity Name: rental property investment Investment related: Y "Address: I'm looking at buying a rental property: Petaluma, Ca 95404" Nature of the other business: Real Estate Position/Title/Relationship: owner/partner Start Date: 01/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: rental property, not similar to my role at JPMC
CRS (Client Relationship Summary) - RIA
Click below to view David Burritt's 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®
Start date: 2022
Experience
Current
September 3, 2024 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154RIA
CRD#: 148674
OMAHA, NE
Past
May 23, 2022 - August 26, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SANTA ROSA, CA
Past
May 23, 2022 - August 26, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SANTA ROSA, CA
Past
July 22, 2021 - May 24, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SANTA ROSA, CA
Past
April 30, 2021 - May 24, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SANTA ROSA, CA
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".
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | 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
California(9/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 4,385 |
| AUM (Assets Under Management) | $ 5,083,670,234 |
Red Flags
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Company Information
AVIOR WEALTH MANAGEMENT, LLC
Financial AdvisorCRD#: 148674Omaha, NE 68154TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
