Unclaimed Profile

Ryan Daniel Mcquillan

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 26, Series 63, Series 6512 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 5564452Firm CRD# 148674

Profile Verification

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

Identity

Ryan Daniel Mcquillan · OMAHA, NE

Registration

CRD #5564452 · AVIOR WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Jul 2022 – present

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jul 2014 – Jul 2022

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · July 28, 2014

Years registered · 12

Disclosure History

2006Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD 148674 · SEC 801-69773

AUM

$4.0B

Regulatory assets under management

Employees

204

3,710 client accounts

Services offered by AVIOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVIOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Daniel Mcquillan offer?

Ryan Daniel Mcquillan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Ryan Daniel Mcquillan's credentials?

Ryan Daniel Mcquillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Daniel Mcquillan located?

Ryan Daniel Mcquillan is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Ryan Daniel Mcquillan charge for services?

Ryan Daniel Mcquillan'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 AVIOR WEALTH MANAGEMENT, LLC?

AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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