Clint Stephen Fish
Investment adviser representative at Avior Wealth Management, LLC
25 yearsExperience
31 statesRegistered in
$6.5BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Avior Wealth Management, LLCJul 2024 to now
- Coastal Equities, Inc.Feb 2014 to now
- First American Trust LLCMar 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 31 states (AL, AR, CA, CO, IA, ID, IL, IN, KS, MA, MD, MI, MN, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2377710
- Firm CRD
- 148674