Christine A. Centeno

SIMPLICITY WEALTH MANAGEMENT

Glen Allen, VA

Some features on this profile are disabled

CRD#: 5362641

Professional summary

Christine Amill Centeno, CFP®, who also goes by Christine Marie Amill, Christine A Centeno, Christine Marie Centeno, is a registered financial advisor currently at SIMPLICITY WEALTH MANAGEMENT located in Glen Allen, Virginia.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christine has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine Marie Amill | Christine A Centeno | Christine Marie Centeno

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.

Christine Centeno is licensed to sell insurance, however she is no longer affiliated with any insurance organizations and does not sell insurance products to clients or prospective clients of the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Amill Centeno'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 31, 2019 - Present

SIMPLICITY WEALTH MANAGEMENT

RIA

CRD#: 300112

Glen Allen, VA

Past

September 8, 2018 - January 6, 2019

ATLAS FINANCIAL

RIA

CRD#: 171871

RICHMOND, VA

Past

April 10, 2018 - October 1, 2018

SALOMON AND LUDWIN

RIA

CRD#: 292456

RICHMOND, VA

Past

July 7, 2016 - April 4, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RICHMOND, VA

Past

July 7, 2016 - April 4, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RICHMOND, VA

Past

April 8, 2013 - July 21, 2016

MORGAN STANLEY

RIA

CRD#: 149777

RICHMOND, VA

Past

April 8, 2013 - July 21, 2016

MORGAN STANLEY

CRD#: 149777

RICHMOND, VA

Past

February 22, 2013 - April 10, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RICHMOND, VA

Past

February 22, 2013 - April 10, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RICHMOND, VA

Past

September 29, 2011 - February 26, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RICHMOND, VA

Past

September 29, 2011 - February 26, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RICHMOND, VA

Past

August 13, 2010 - September 13, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

August 13, 2010 - September 13, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

August 30, 2007 - October 26, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RICHMOND, VA

Past

August 13, 2007 - October 26, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

RICHMOND, VA

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

California
(11/30/2021)

IAR

Virginia
(1/31/2019)

IAR

Washington
(7/19/2023)

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

IAR

Series 66

Date: 8/29/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2007

General Securities Representative Examination

Current Firm

SIMPLICITY WEALTH MANAGEMENT

SIMPLICITY WEALTH MANAGEMENT | SIMPLICITY WEALTH MANAGEMENT LLC

CRD#: 300112 / SEC#:

California

Registered Investment Advisory firm - (11/30/2021 Approved)

Virginia

Registered Investment Advisory firm - (1/31/2019 Approved)

Washington

Registered Investment Advisory firm - (7/19/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Glen Allen, VA

Mailing Address

Phone number

(804) 286-4910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 30,848,896

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christine A. Centeno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Amill Centeno's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS FINANCIAL

SALOMON AND LUDWIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2007

SIE

Date: 4/4/2018

Series 7

Date: 8/10/2007

Current Firm

SIMPLICITY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMPLICITY WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors