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Robert Daniel Frusina

Avior Wealth Management, LLC

Houston, TX

Omaha, NE

CRD 7868334

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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:

Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-29
  • TX RA
    APPROVED
    Since 2024-03-29

Branch Locations

510 Bering Drive Suite 240, Houston, TX 77057 • United States

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • 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
Avior Wealth Management, Llc Omaha NE 01/2024 Present
Campion Capital Research Houston TX 05/2020 01/2024
Campion Capital Research Houston TX 05/2017 05/2020
Student - Work Study Houston TX 08/2016 05/2020
  • 01/2024 → Present
    Avior Wealth Management, Llc
    Omaha, NE
  • 05/2020 → 01/2024
    Campion Capital Research
    Houston, TX
  • 05/2017 → 05/2020
    Campion Capital Research
    Houston, TX
  • 08/2016 → 05/2020
    Student - Work Study
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28

View on SEC IAPD

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