Robert J. Centrella

FORZA INVESTMENT ADVISORY

Westfield, NJ

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CRD#: 1288968

Professional summary

Robert Joseph Centrella, CFA is a registered financial advisor currently at FORZA INVESTMENT ADVISORY, LLC located in Westfield, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Centrella's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 25, 2010 - Present

FORZA INVESTMENT ADVISORY, LLC

RIA

CRD#: 155164

Westfield, NJ

Past

October 14, 2004 - September 28, 2005

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 109591

PARSIPPANY, NJ

Past

October 12, 2004 - July 7, 2009

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

NEW YORK, NY

Past

September 15, 1997 - July 9, 2009

MACKAY SHIELDS LLC

RIA

CRD#: 107717

NEW YORK, NY

Past

July 11, 1997 - October 5, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

December 10, 1992 - June 28, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/25/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/15/1993

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/13/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/1992

General Securities Representative Examination

Current Firm

FORZA INVESTMENT ADVISORY, LLC

CRD#: 155164 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/25/2010 Approved)

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Contact information

Main Address

Westfield, NJ

Mailing Address

Phone number

(908) 344-9790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 89,700,000

Red Flags

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Robert J. Centrella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Centrella's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORZA INVESTMENT ADVISORY, LLC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

MACKAY SHIELDS LLC

NYLIFE SECURITIES LLC

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/15/1993

Series 65

Date: 1/13/1993

Series 7

Date: 12/8/1992

Current Firm

FORZA INVESTMENT ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORZA INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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