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Cheryl Blakey

Avior Wealth Management, LLC
12 Years of Experience
Roseville, CA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Cheryl Blakey is a registered investment advisor at Avior Wealth Management, LLC, based in Roseville, CA, with 12 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.

Avior Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
4,894 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3200 Douglas Blvd., Suite 305, Roseville, CA, 95661

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2019
Final
Employment Separation After Allegations
September 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cheryl is an insurance agent since 2012, dedicating a few hours per week to insurance sales. She also volunteers as an elected officer and board member for the Chesapeake Commodores Club, a social club, spending a few hours per week on this activity.

Employment History
Current Registrations
Avior Wealth Management, LLC
January 2026 - Present · 9 mos
Previous Registrations
Protection Point Advisors
October 2023 - December 2025 · 2 yrs 2 mos
Eagles Coast Wealth Management, LLC
October 2019 - October 2023 · 4 yrs
Eagles Coast Capital, LLCBroker
September 2019 - October 2023 · 4 yrs 1 mo
Santander Securities
February 2017 - October 2018 · 1 yr 8 mos
Santander Securities LLCBroker
February 2017 - October 2018 · 1 yr 8 mos
Bb&t Investment Services, INC.
February 2016 - February 2017 · 1 yr
Bb&t Investment Services, INC.Broker
November 2015 - February 2017 · 1 yr 3 mos
Cetera Investment Services LLCBroker
February 2014 - November 2015 · 1 yr 9 mos
MML Investors Services, LLCBroker
September 2012 - February 2014 · 1 yr 5 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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