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CB

Cheryl C. Blakey

AVIOR WEALTH MANAGEMENT
Kirkwood, PA
Some features on this profile are disabled
CRD#: 6058053
CB

Professional summary

Cheryl C Blakey, who also goes by Cheryl C. Blakey, Cheryl Blakey, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Kirkwood, Pennsylvania.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Cheryl has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cheryl C. Blakey | Cheryl Blakey

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 Cheryl C Blakey'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®
None

Experience

Current

January 13, 2026 - Present

AVIOR WEALTH MANAGEMENT, LLC

RIA
CRD#: 148674
Kirkwood, PA
Past

October 11, 2023 - December 31, 2025

PROTECTION POINT ADVISORS

RIA
CRD#: 291805
Kirkwood, PA
Past

October 9, 2019 - October 3, 2023

EAGLES COAST WEALTH MANAGEMENT, LLC

RIA
CRD#: 297423
Kirkwood, PA
Past

September 12, 2019 - October 3, 2023

EAGLES COAST CAPITAL, LLC

BD
CRD#: 297477
CHARLESTON, SC
Past

February 27, 2017 - October 5, 2018

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
KENNETT SQUARE, PA
Past

February 27, 2017 - October 5, 2018

SANTANDER SECURITIES LLC

BD
CRD#: 41791
KENNETT SQUARE, PA
Past

February 2, 2016 - February 17, 2017

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
WEST CHESTER, PA
Past

November 4, 2015 - February 17, 2017

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WEST CHESTER, PA
Past

February 26, 2014 - November 3, 2015

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
WEST CHESTER, PA
Past

September 25, 2012 - February 14, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW CASTLE, DE

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
Pennsylvania
(1/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/1/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/5/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/24/2012
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,385
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.

Company Information

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674Kirkwood, PA

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