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Christopher W Cercy

Christopher W. Cercy

FIERCE FINANCIAL GROUP
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 6692067
Christopher W Cercy

Professional summary

Christopher W Cercy, CFP®, who also goes by Chris Cercy, is a registered financial advisor currently at FIERCE FINANCIAL GROUP LLC located in Miami Beach, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christopher has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Cercy

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 Christopher W Cercy'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: 2018

Experience

Current

December 21, 2018 - Present

FIERCE FINANCIAL GROUP LLC

Office #1: 1680 Michigan Avenue Suite 1000, Miami Beach, FL 33139
RIA
CRD#: 299467
MIAMI BEACH, FL
Past

July 3, 2017 - October 15, 2018

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Winston Salem,, NC
Past

July 3, 2017 - October 15, 2018

BROOKSTONE ASSET MANAGEMENT, LLC

RIA
CRD#: 153467
Winston Salem, NC

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
Florida
(2/22/2022)
IAR
North Carolina
(12/21/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2017
Uniform Investment Adviser Law Examination

Current Firm

FF
FIERCE FINANCIAL GROUP LLC
FIERCE FINANCIAL GROUP | FIERCE FINANCIAL GROUP LLC

CRD#: 299467 / SEC#:

Florida
Registered Investment Advisory firm - (2/22/2022 Approved)
North Carolina
Registered Investment Advisory firm - (12/21/2018 Approved)
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Contact information

Main Address
1680 Michigan Avenue Suite 1000, Miami Beach, FL 33139
Mailing Address
Phone number
+1 (305) 799-8555
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts60
AUM (Assets Under Management)$ 40,000,000

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

FIERCE FINANCIAL GROUP LLC

CRD#: 299467Miami Beach, FL 33139

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