Avery Dysart
Investment adviser representative at Cordatus Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$630.4MFirm 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 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
12 years in the industry.
- Cordatus Wealth Management LLCOct 2025 to now
- Prospera Financial ServicesJun 2025 to now
- UnemployedAug 2024 to Jun 2025
- Prospera Financial Services Inc.Jun 2024 to Aug 2024
- Cordatus Wealth ManagementMay 2023 to Aug 2023
- UnemployedSep 2022 to May 2023
- Colorado CollegeAug 2021 to Jun 2025
- Pennsbury High SchoolAug 2018 to Jun 2021
- Yardley Ice HouseMay 2018 to Aug 2022
- Full Time StudentJun 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cordatus Wealth Management LLC
$630.4MAssets managed
308Clients
6Advisers
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
- 7765816
- Firm CRD
- 282871