Unclaimed Profile

Scott Timothy Cavey

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 65, Series 66CFP25 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 4287897Firm CRD# 148674

Profile Verification

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

Identity

Scott Timothy Cavey · OMAHA, NE

Registration

CRD #4287897 · AVIOR WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

May 2020 – present

CETERA ADVISORS LLC

Feb 2011 – May 2020

OMAHA, NE

QA3 FINANCIAL LLC

Sep 2004 – Feb 2011

OMAHA, NE

UBS PAINEWEBBER INC.

Mar 2001 – May 2002

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · March 23, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2016Customer Dispute·Closed-No Action

2015Customer Dispute·Denied

2011Customer Dispute·Denied

3 disclosure events 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 Scott Timothy Cavey offer?

Scott Timothy Cavey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Scott Timothy Cavey's credentials?

Scott Timothy Cavey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Timothy Cavey located?

Scott Timothy Cavey 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 Scott Timothy Cavey charge for services?

Scott Timothy Cavey'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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