John Richard Cecere
Investment adviser representative at Compass Financial Advisory Services, LLC
11 yearsExperience
2 statesRegistered in
$527.2MFirm assets
4 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
11 years in the industry.
- Compass Financial Advisory Services, LLCJan 2024 to now
- Compass Financial Management GroupNov 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Compass Financial Advisory Services, LLC
$527.2MAssets managed
1,031Clients
6Advisers
4 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
- 7767522
- Firm CRD
- 316843