David Burritt
Investment adviser representative at Avior Wealth Management, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Avior Wealth Management, LLCAug 2024 to now
- Bank of America, N.A.Jul 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Aug 2024
- J.P. Morgan Securities LLCMar 2021 to May 2022
- JPMorgan Chase Bank, N.A.Oct 2010 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5764226
- Firm CRD
- 148674