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MA

Marc A. Aguilar

CENTURION WEALTH MANAGEMENT
Mclean, VA 22102
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CRD#: 6591386
MA

Professional summary


Marc Andrew Aguilar, who also goes by Drew Aguilar, is a registered financial advisor currently at CENTURION WEALTH MANAGEMENT located in Mclean, Virginia.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Marc has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Drew Aguilar

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.
As of 08/2021 a Registered Representative of Spire Securities, a FINRA member broker/dealer.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marc Andrew Aguilar's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 1, 2022 - Present

CENTURION WEALTH MANAGEMENT

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
RIA
CRD#: 317929
Mclean, VA
Past

August 31, 2021 - June 1, 2022

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
McLean, VA
Past

August 6, 2021 - December 31, 2023

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA
Past

September 19, 2016 - August 11, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WASHINGTON, DC
Past

September 16, 2016 - August 11, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WASHINGTON, DC
Past

July 18, 2016 - September 30, 2016

MORGAN STANLEY

RIA
CRD#: 149777
MCLEAN, VA
Past

April 12, 2016 - September 30, 2016

MORGAN STANLEY

BD
CRD#: 149777
MCLEAN, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA
Registered Investment Advisory firm - (1/7/2022 Approved)

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
Virginia
(6/1/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA
Registered Investment Advisory firm - (1/7/2022 Approved)
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Contact information


Main Address
7901 Jones Branch Drive Suite 230, Mclean, VA 22102
Mailing Address
Phone number
(571) 765-1890
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CWM ADV 2 - JANUARY 2025 (11/7/2025)

Regulatory assets under management


Total Number of Accounts1,611
AUM (Assets Under Management)$ 741,181,353

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.

Company Information


CENTURION WEALTH MANAGEMENT

CRD#: 317929Mclean, VA 22102

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