Alexander Todd Avestini

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

• 12/2014 → 06/2022
  Raymond James Financial Services
  Plymouth, MN
• 06/2014 → 06/2022
  Pfk, Inc.
  Plymouth, MN
• 01/2016 → 06/2022
  Raymond James Financial Services Advisors Inc.
  Plymouth, MN
• 07/2017 → 09/2018
  Avestco Commercial Property Holdings, Inc.
  Plymouth, MN
• 01/2017 → Present
  Avesta Wealth Management, Llc
  Plymouth, MN
• 06/2022 → Present
  Avior Wealth Management, Llc
  Omaha, NE

Previous Registrations

• 2016-01-13 → 2022-06-24
  Raymond James Financial Services Advisors, Inc
  Plymouth, MN

Other Businesses

1. Name of Business: Avesta Wealth Management, LLC Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 01/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial planning for clients. 2. Name of Business: Avesta Property Management, LLC Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Other Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-13