Cheryl C Blakey

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

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

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

Current Employers

Employment History

• 11/2015 → 02/2017
  Bbtis
  West Chester, PA
• 02/2017 → 10/2018
  Santander Securities, Llc
  San Juan, PR
• 02/2017 → 10/2018
  Santander Bank, Na
  West Chester, PA
• 08/2019 → 10/2023
  Eagles Coast Capital, Llc
  Mount Pleasant, SC
• 10/2018 → 08/2019
  Unemployed
  Kennett Square, PA
• 08/2019 → 10/2023
  Eagles Coast Wealth Management, Llc
  Mount Pleasant, SC
• 10/2023 → 12/2025
  Protection Point Advisors
  Roseville, CA
• 01/2026 → Present
  Avior Wealth Management, Llc
  Roseville, CA

Previous Registrations

• 2023-10-11 → 2025-12-31
  Protection Point Advisors
  Roseville, CA
  Kirkwood, PA
• 2019-10-09 → 2023-10-03
  Eagles Coast Wealth Management, Llc
  Daniel Island, SC
  Kirkwood, PA
  Daniel Island, SC
• 2017-02-27 → 2018-10-05
  Santander Securities Llc
  Cherry Hill, NJ
  West Chester, PA
  Villanova, PA
  West Chester, PA
  Parkesburg, PA
  Exton, PA
  Folsom, PA
  Springfield, PA
  Marcus Hook, PA
  Kennett Square, PA
  Wilmington, DE
  Bethlehem, PA
• 2016-02-02 → 2017-02-17
  Bb&T Investment Services, Inc.
  Philadelphia, PA
  Charlotte, NC
  Allentown, PA
  West Chester, PA
  Conshohocken, PA
  West Chester, PA

Other Businesses

?the name of the other business; Wellabe Medicare Supplement Insurance ?whether the business is investment-related; Not Investment Related ?the address of the other business; 601 Sixth Avenue, Des Moines, IA 50309 ?the nature of the other business; Medicare Supplement Insurance ?your position; Agent ?title, or relationship with the other business; Agent ?the start date of your relationship; June, 2024 ?the approximate number of hours/month you devote to the other business; 2 Hours per Year ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; 2 Clients requested assistance with Medicare Supplement Insurance - and they selected Medico, Now Wellabe, for their Supplement Coverage. Insurance Sales, Investment-related, 531 Bell Road, Kirkwood, PA 17536, UNITED STATES, Insurance, Agent, Agent, start 3/15/2012, the approximate 1 hour/month devoted to the other business, 1 the number of hours you devote to the other business during securities trading hours, Insurance Sales.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-01
• S63 Uniform Securities Agent State Law Examination
  2012-10-05

Other Names

• Cheryl Blakey
• Cheryl C. Blakey