Virgil John Rutili
Investment adviser representative at Centric Wealth Management, LLC
27 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$792.9MFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Centric Wealth Management, LLCMar 2018 to now
- Purshe Kaplan Sterling InvestmentsMar 2018 to now
- Merrill LynchJul 1999 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 5 states (AZ, CO, IL, IN, TX).
Centric Wealth Management, LLC
$792.9MAssets managed
583Clients
7Advisers
21 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
- 4061960
- Firm CRD
- 133877