Eleanor
Deskin

Aviso Wealth Management

CRD#1231146
Investment Advisor
in Xenia, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eleanor Deskin is a financial advisor based in Xenia, Ohio, working with Aviso Wealth Management. Eleanor has previously held positions at First Allied Securities, Inc, Lifetime Investment Management, LLC, First Allied Advisory Services, Inc, First Allied Advisory Services, Cetera Advisors LLC, and Osaic. Eleanor has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Michigan and Ohio. Currently, Eleanor is part of Aviso Wealth Management, which operates out of Xenia, Ohio. The firm has 5 offices and 9 employees. The firm manages assets totaling $401.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Aviso Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Xenia, OH

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Aviso Wealth Management Brokerage Details

Total Assets Under Management

$401,709,508

OH Average: $3,566,627,242
Total Number of Employees

9

OH Average: 46
Total Number of Accounts

1,656

OH Average: 1,499
Average Account Size

$242,578

OH Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Eleanor Deskin Work History

2024 - Present (0 year)

Osaic

2022 - Present (2 years)

Cetera Advisors LLC

2022 - Present (2 years)

Cetera Advisors LLC

2020 - Present (4 years)

First Allied Advisory Services

2008 - Present (16 years)

Lifetime Investment Management, LLC

2012 - 2020 (8 years)

First Allied Advisory Services, Inc

2008 - 2022 (14 years)

First Allied Securities, Inc

Disclosures

Please visit the SEC profile of Eleanor Deskin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aviso Wealth Management

Kayla Welker
Selinsgrove, PA
Bryant Boswell
Washington, DC
Timothy Mickey
Doylestown, PA
Diana Kon
Bellevue, WA
Joyce Provost
Seattle, WA
Joseph Perry
Seattle, WA
William Verrill
Seattle, WA
Eleanor Deskin
Xenia, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started