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Charles Joseph Avarello

FAIRWAY WEALTH LLC·INDEPENDENCE, Ohio
Series 63, Series 65Clean record14 years registeredFAIRWAY WEALTH LLC
6055 ROCKSIDE WOODS BLVD., INDEPENDENCE, OH 44131CRD# 4525996Firm CRD# 311031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Joseph Avarello · INDEPENDENCE, OH
Registration
CRD #4525996 · FAIRWAY WEALTH LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

FAIRWAY WEALTH MANAGEMENT LLC
Dec 2020 – present
FAIRWAY WEALTH MANAGEMENT LLC
Aug 2011 – Dec 2020
INDEPENDENCE, OH
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · August 18, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAIRWAY WEALTH LLC
CRD 311031 · SEC 801-119777
AUM
$2.3B
Regulatory assets under management
Employees
20
272 client accounts
Services offered by FAIRWAY WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FAIRWAY WEALTH LLC →
Introduction

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05

Frequently Asked Questions

What services does Charles Joseph Avarello offer?
Charles Joseph Avarello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Charles Joseph Avarello's credentials?
Charles Joseph Avarello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Joseph Avarello located?
Charles Joseph Avarello is based in INDEPENDENCE, Ohio, working with FAIRWAY WEALTH LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Charles Joseph Avarello charge for services?
Charles Joseph Avarello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRWAY WEALTH LLC?
FAIRWAY WEALTH LLC has approximately 20 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAIRWAY WEALTH LLC

Terry John Waye
INDEPENDENCE, OH
Daniel Raymond Gaugler
INDEPENDENCE, OH
Mark Steven Weiskind
INDEPENDENCE, OH

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