AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Robert A. Centa

Some features on this profile are disabled
CRD#: 801914
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Alan Centa was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1974. Robert had worked at 9 firms and has passed the Series 63, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 5, 2009 - December 16, 2013

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

June 6, 2005 - March 19, 2009

BUTLER, WICK & CO., INC.

RIA
CRD#: 120
WESTLAKE, OH
Past

June 2, 2005 - March 19, 2009

BUTLER, WICK & CO., INC.

BD
CRD#: 120
WESTLAKE, OH
Past

August 4, 2003 - June 16, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CLEVELAND, OH
Past

July 29, 1998 - June 16, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 3, 1989 - July 2, 1998

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

September 23, 1985 - September 16, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
HOUSTON, TX
Past

August 28, 1979 - September 30, 1985

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
Past

August 14, 1978 - August 23, 1979

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

August 31, 1977 - August 14, 1978

PRESCOTT, BALL & TURBEN

BD
CRD#: 7342
Past

June 1, 1976 - August 27, 1977

SALOMON BROTHERS INC.

BD
CRD#: 740
Past

November 20, 1974 - June 28, 1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/16/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/8/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


KC
KEYBANC CAPITAL MARKETS INC.
GRADISON ASSET MANAGEMENT | MCDONALD INVESTMENTS INC. | MCDONALD & COMPANY SECURITIES, INC. | MCDONALD & COMPANY | KEYBANC CAPITAL MARKETS INC.

CRD#: 566 / SEC#: , 8-30177

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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
127 Public Square, Cleveland, OH 44114
Mailing Address
127 Public Square, Cleveland, OH 44114
Phone number
(216) 689-0803
Established
Ohio since 05/18/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
KEYCORPSOLE SHAREHOLDER
GILBERT, STACY LEEDIRECTOR5316644
HAYDEN, WILLIAM PATRICKCHIEF COMPLIANCE OFFICER4136632
JANOFSKY, PAULA MARIECHIEF OPERATIONS OFFICER, DIRECTOR2882776
KOVACHICK, MARK ALLANDIRECTOR, CFO5390571
PAINE, ANDREW JACKSON IIIMANAGING DIRECTOR, DIRECTOR, HEAD OF CORPORATE AND INVESTMENT BANKING2450522
PREISER, DOUGLAS WILLIAMCHIEF EXECUTIVE OFFICER, DIRECTOR1690776
SKARDA, JOSEPH BRIELDIRECTOR4288186

Disclosures


Regulatory Event40
Arbitration15
Bond1

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


KEYBANC CAPITAL MARKETS INC.

CRD#: 566

TRUST BUT VERIFY

Monitor Robert Centa

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics