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Maximo Gregorio Centeno

Investment adviser representative at Cetera Investment Advisers LLC
6 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

6 years in the industry.

  1. Cetera Investment Advisers LLCJul 2022 to now
  2. Cetera Investment Advisors LLCJun 2022 to now
  3. Cetera Investment Services LLCJun 2022 to now
  4. Kearny BankJun 2022 to now
  5. Equitable AdvisorsMar 2022 to Jun 2022
  6. Innovation Partners LLCJun 2021 to Mar 2022
  7. Ip Financial Advisory Services LLCJun 2021 to Mar 2022
  8. Supreme Alliance LLCFeb 2020 to Aug 2020
  9. Wealth Watch AdvisorsJul 2018 to Apr 2019
  10. Simple Group, LLCApr 2018 to Mar 2022
  11. Infinex Investments, Inc.Aug 2016 to Apr 2018
  12. Popular Community BankJul 2016 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2007
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2571344
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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