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Charles Joseph Avarello

FAIRWAY WEALTH LLC·INDEPENDENCE, Ohio
Clean recordFAIRWAY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Joseph Avarello is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with FAIRWAY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FAIRWAY WEALTH LLC
FAIRWAY WEALTH MANAGEMENT LLC
AUM
$2.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at FAIRWAY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4525996
Firm CRD# 311031
View on FINRA BrokerCheck →

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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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Research
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