David Ray Shucavage

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  Amerus
  Des Moines, IA
• 09/2003 → Present
  Carolina Estate Planners
  Wilmington, NC
• 06/2002 → Present
  Rogo Management Inc
  Wilmington, NC
• 01/2004 → 01/2017
  Rogo Properties
  Wilmington, NC
• 03/2015 → 01/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 01/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2015 → Present
  Carolina Retirement Planners, Llc
  Wilmington, NC
• 01/2014 → Present
  Retirement Elevated And Fmt
  Wilmington, NC
• 01/2026 → Present
  Sofa
  San Diego, CA

Previous Registrations

• 2015-03-11 → 2017-01-13
  Global Financial Private Capital, Inc.
  Wilmington, NC
  Sarasota, FL
• 2012-09-26 → 2015-03-09
  Redhawk Wealth Advisors, Inc.
  Wilmington, NC
• 2010-09-02 → 2012-09-17
  Fa Advisor Network, Llc.
  Wilmington, NC
• 2006-07-06 → 2010-08-16
  Usa Wealth Management Llc
  Wilmington, NC
  Wilmington, NC

Other Businesses

1) ROGO MANAGEMENT DBA CAROLINA ESTATE PLANNERS. INVESTMENT RELATED. INSURANCE SALES. 620 MARKET ST. WILMINGTON, NC 28401. 120 HOURS/MONTH, 120 HOURS/TRADING. SELL INSURANCE AND FIXED ANNUITIES 2) RETIREMENT ELEVATED AND FMT. NOT INVESTMENT RELATED. 620 MARKET STREET. WILMINGTON, NC 28401. LECTURER. 8 HOURS/MONTH, 0 HOURS/TRADING. RETIREMENT COURSEWORK. 3) Precious Metal Sales; Yes, Investment Related; 2 Division St E, Ste 201, Buffalo MN 55313; Referrals; Start Date 09/2024; Approx. 01 hours a month; Approx. 01 hours during trading; Right now I just refer people to them when the person expresses an interest in owning gold 4) SOFA; Investment Related: No; 3655 Ruffin Road, Suit 230, San Diego CA 92123 ; Sofa provides Financial Wellness Seminars as a 501(c)(3) nonprofit. No Selling; Speaker; Start Date 01/2026; Approx hours per month: 4; Approx hours during trading: 2; Present education events on financial wellness using the SOFA platform.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-11