Curtis Lee Smith
Investment adviser representative at Avior Wealth Management, LLC
17 yearsExperience
3 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
17 years in the industry.
- Avior Wealth Management, LLCOct 2022 to now
- First State Bank NebraskaSep 2017 to now
- Capital Wealth Alliance, LLCOct 2018 to Oct 2022
- Kingswood Capital Partners, LLCOct 2018 to Oct 2022
- Insurance-non VariableMar 2011 to Oct 2022
- Raymond James Financial Services Advisors Inc.Jun 2010 to Oct 2018
- Rdw & AssociatesMay 2010 to Oct 2018
- Raymond James Financial Services, IncMay 2009 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (AZ, NE, TX).
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
- 4760520
- Firm CRD
- 148674