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Anthony L Cerone

Avior Wealth Management, LLC

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About Anthony L Cerone

Anthony L. Cerone is a financial advisor with Avior Wealth Management, LLC in OMAHA, NE. Anthony has over 20 years of experience in the financial services industry, most recently with Nelson Van Denburg & Campbell Wealth Management Group, LLC. Anthony specializes in providing investment advice to individuals, families, and businesses. Anthony holds the Series 7 and 66 licenses and is a Certified Financial Planner. Anthony is a member of Shatoma, LLC, a family-related LLC with rental real estate holdings for family members. Anthony does not spend any trading hours in this enterprise, and total monthly time is only about 2 hours.

Firm Information

Anthony Cerone is currently registered with Avior Wealth Management, LLC. Avior Wealth Management, LLC is a registered investment advisor headquartered in Omaha, Nebraska with over $5 billion in assets under management. The firm provides a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. Avior Wealth Management serves a diverse clientele including high-net-worth individuals, corporations, pension plans, charitable organizations, and investment companies.
Avior Wealth Management, LLC

14301 FIRST NATIONAL BANK PARKWAY

OMAHA, NE 68154

$5.08B

Assets Under Management

12

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Cerone’s Registration & Firm History

NE

02/04/2016 - Present

Avior Wealth Management, LLC (OMAHA NE)

NY

11/20/2000 - 07/06/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony L Cerone.
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