Carlos J Centeno
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, IncApr 2026 to now
- Morgan StanleySep 2021 to Apr 2026
- Suntrust Advisory Services, Inc.Aug 2021 to Sep 2021
- Suntrust Investment Services, Inc.Sep 2020 to Sep 2021
- Suntrust Banks IncJun 2018 to Aug 2020
- Hitched Affaris CorpApr 2017 to Mar 2021
- Bank of AmericaDec 2013 to May 2018
- ArtfoodAug 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7295559
- Firm CRD
- 283390