Eleanor
Deskin

Aviso Wealth Management

CRD#1231146
Investment Advisor
in Xenia, OH

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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

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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
William Verrill
Seattle, WA
Joyce Provost
Seattle, WA
Joseph Perry
Seattle, WA
Eleanor Deskin
Xenia, OH

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