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TS

Teresa Simon

CENTRICA WEALTH MANAGEMENT
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 6926696
TS
Teresa SimonCENTRICA WEALTH MANAGEMENT

Professional summary

Teresa Simon, who also goes by Teresa Simon Inigo, is a registered financial advisor currently at CENTRICA WEALTH MANAGEMENT located in Miami, Florida and ACP SECURITIES, LLC located in Miami, Florida.

Teresa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Teresa has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Teresa Simon Inigo

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 Teresa Simon'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

May 19, 2026 - Present

CENTRICA WEALTH MANAGEMENT

Office #1: 1200 Brickell Avenue Suite 1700b, Miami, FL 33131
RIA
CRD#: 335042
MIAMI, FL
Current

April 22, 2026 - Present

ACP SECURITIES, LLC

Office #1: 1200 Brickell Avenue Suite 1700, Miami, FL 33131
BD
CRD#: 139049
MIAMI, FL
Past

October 17, 2018 - June 29, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Miami, FL
Past

June 25, 2018 - June 29, 2022

MORGAN STANLEY

BD
CRD#: 149777
Miami, FL

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
CENTRICA WEALTH MANAGEMENT
ACTIVA FINANCIAL | CENTRICA WEALTH MANAGEMENT, LLC | CENTRICA WEALTH MANAGEMENT | CENTRICA FINANCIAL GROUP | ACTIVA FINANCIAL ADVISORS LLC

CRD#: 335042 / SEC#: 801-132188

RIA
Registered Investment Advisory firm - (3/14/2025 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/22/2026)
IAR
Florida
(5/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/25/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CENTRICA WEALTH MANAGEMENT
ACTIVA FINANCIAL | CENTRICA WEALTH MANAGEMENT, LLC | CENTRICA WEALTH MANAGEMENT | CENTRICA FINANCIAL GROUP | ACTIVA FINANCIAL ADVISORS LLC

CRD#: 335042 / SEC#: 801-132188

RIA
Registered Investment Advisory firm - (3/14/2025 Approved)
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Contact information

Main Address
1200 Brickell Avenue Suite 1700b, Miami, FL 33131
Mailing Address
Phone number
(305) 686-7910
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTRICA WEALTH MANAGEMENT BROCHURE 2025 (5/13/2025)

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 475,788,672

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

CENTRICA WEALTH MANAGEMENT

CRD#: 335042Miami, FL 33131

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