David Ray Shucavage
Investment adviser representative at Ae Wealth Management, LLC
25 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- SofaJan 2026 to now
- Ae Wealth Management, LLCJan 2017 to now
- Carolina Retirement Planners, LLCSep 2015 to now
- Retirement Elevated and FmtJan 2014 to now
- Carolina Estate PlannersSep 2003 to now
- Rogo Management IncJun 2002 to now
- AmerusSep 2001 to now
- Global Financial Private Capital, LLCMar 2015 to Jan 2017
- Rogo PropertiesJan 2004 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 4620299
- Firm CRD
- 282580