Best Investors Account Sign in
Inactive

Randall Steven Avery

Deasil Wealth Management LLC

Scottdale, GA

CRD 6413662

Claim This Profile
Employer firm

Deasil Wealth Management LLC CRD 281710

$5.10M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Deasil Wealth Management Llc

Scottdale, GA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-24
GA RA APPROVED 2015-11-10
  • TX RA
    APPROVED_RES
    Since 2024-10-24
  • GA RA
    APPROVED
    Since 2015-11-10

Branch Locations

Scottdale, GA • 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
Rsa Deasil Advisors Atlanta GA 09/2015 Present
  • 09/2015 → Present
    Rsa Deasil Advisors
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-25
  • S65 Uniform Investment Adviser Law Examination
    2015-08-25

View on SEC IAPD

More in Scottdale, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor