A complete list of active advisors currently associated with Aviator Financial, LLC
Warmer can help you find a great advisor at Aviator Financial, LLC or one who fits your needs even better.
Aviator Financial provides ongoing portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm’s services include creating written Investment Policy Statements, asset allocation and selection, regular monitoring, and advice on mutual funds, fixed income, equities, ETFs, annuities and other insurance products. The firm tailors recommendations to each client’s goals, risk tolerance and time horizon, using charting, fundamental and technical analysis and a long-term trading approach, and delivers quarterly account reports. Aviator does not exercise discretionary trading authority; investment decisions are implemented with client direction and the firm documents client restrictions and model allocations in each client’s plan. A notable feature is that the principal is a licensed insurance agent and the brochure discloses the sale of commissionable insurance and annuity products, which the firm acknowledges can create conflicts of interest with advisory services. The firm also reports that essentially all reported AUM is managed on a non‑discretionary basis (about $18.8 million), requires clients to use specified custodians, does not aggregate block trades, and will not accept proxy‑voting authority — practices that differ from many peers.
To learn more about the advisors currently working at Aviator Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newport, PA
| 19
|
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