Ellis Temistocles Rutili
Investment adviser representative at Centric Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$792.9MFirm assets
21 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Centric Wealth Management, LLCApr 2024 to now
- TegusJul 2018 to Apr 2024
- Merrill LynchJul 2017 to Jul 2018
- Lake Forest CollegeJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6665324
- Firm CRD
- 133877