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Steven Wilson Mcginty

Ava Wealth Management LLC

Nashville, TN

CRD 3128739

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Employer firm

Ava Wealth Management LLC CRD 154751

$64.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Ava Wealth Management Llc

Nashville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-19
LA RA APPROVED 2013-06-26
TN RA APPROVED 2013-06-26
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • LA RA
    APPROVED
    Since 2013-06-26
  • TN RA
    APPROVED
    Since 2013-06-26

Branch Locations

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ava Wealth Management Llc Nashville TN 09/2010 Present
Previous Registrations
  • 2010-09-16 → 2010-12-31
    Ava Wealth Management Llc
    Nashville, TN
  • 2007-10-31 → 2010-09-02
    Kings Point Capital Management Llc
    Brentwood, TN
    Great Neck, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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