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Sarah Elizabeth Mcivor

AVION WEALTH, LLC·THE WOODLANDS, Texas
Series 65Clean record11 years registeredAVION WEALTH, LLC
2829 TECHNOLOGY FOREST BOULEVARD, THE WOODLANDS, TX 77381-3913CRD# 6438824Firm CRD# 134242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Elizabeth Mcivor · THE WOODLANDS, TX
Registration
CRD #6438824 · AVION WEALTH, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

AVION WEALTH
Jan 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 16, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVION WEALTH, LLC
CRD 134242 · SEC 801-99351
AUM
$780M
Regulatory assets under management
Employees
16
2,039 client accounts
Services offered by AVION WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVION WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Sarah Elizabeth Mcivor offer?
Sarah Elizabeth Mcivor specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Sarah Elizabeth Mcivor's credentials?
Sarah Elizabeth Mcivor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Elizabeth Mcivor located?
Sarah Elizabeth Mcivor is based in THE WOODLANDS, Texas, working with AVION WEALTH, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Sarah Elizabeth Mcivor charge for services?
Sarah Elizabeth Mcivor'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 AVION WEALTH, LLC?
AVION WEALTH, LLC has approximately 16 employees and manages $780M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVION WEALTH, LLC

Ashley Dominey Stewart
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Elizabeth Ann Brady
THE WOODLANDS, TX
Paul James Carroll
THE WOODLANDS, TX

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