Unclaimed Profile

Brian Patrick Rorick

AVEO CAPITAL PARTNERS, LLC·ENGLEWOOD, Colorado

SIE, Series 7, Series 31, Series 66CFPClean record24 years registeredAVEO CAPITAL PARTNERS, LLC

9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 4525184Firm CRD# 157728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Patrick Rorick · ENGLEWOOD, CO

Registration

CRD #4525184 · AVEO CAPITAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Jul 2025 – present

AVEO CAPITAL PARTNERS, LLC

Jul 2011 – Oct 2025

ENGLEWOOD, CO

UBS FINANCIAL SERVICES INC.

Feb 2007 – Jul 2011

LITTLETON, CO

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 2002 – Feb 2007

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · July 1, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVEO CAPITAL PARTNERS, LLC

CRD 157728 · SEC 801-72359

AUM

$1.5B

Regulatory assets under management

Employees

4,113 client accounts

Services offered by AVEO CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVEO CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Patrick Rorick offer?

Brian Patrick Rorick specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Brian Patrick Rorick's credentials?

Brian Patrick Rorick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Patrick Rorick located?

Brian Patrick Rorick is based in ENGLEWOOD, Colorado, working with AVEO CAPITAL PARTNERS, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Brian Patrick Rorick charge for services?

Brian Patrick Rorick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVEO CAPITAL PARTNERS, LLC?

AVEO CAPITAL PARTNERS, LLC has approximately 33 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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