MC
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Maximo Centeno
20 Years of Experience
Clifton, NJ
1 DisclosureBroker
Maximo Centeno is a registered investment advisor at Cetera Investment Advisers LLC, based in Clifton, NJ, with 20 years of industry experience. Maximo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1055 Clifton Ave Clifton, Clifton, NJ, 07013
Get directionsHistory
Regulatory History (1)
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Financial
December 2017Final
Other Business Activities
Maximo is a 10% owner of Crossrem LLC, an e-commerce platform, and spends a few hours per week on it. He also owns 100% of Simple Group LLC, a personal investment real estate venture, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2022 - Present · 3 yrs 10 mos
Cetera Investment Services LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Equitable Advisors, LLCBroker
March 2022 - July 2022 · 4 mos
Equitable Advisors, LLC
March 2022 - July 2022 · 4 mos
Innovation Partners LLCBroker
June 2021 - March 2022 · 9 mos
Ip Financial Advisory Services LLC
June 2021 - March 2022 · 9 mos
Supreme Alliance LLC
February 2020 - August 2020 · 6 mos
Supreme Alliance LLCBroker
February 2020 - August 2020 · 6 mos
Wealth Watch Advisors, LLC
July 2018 - April 2019 · 9 mos
Infinex Investments, INC.
August 2016 - April 2018 · 1 yr 8 mos
Infinex Investments, INC.Broker
August 2016 - April 2018 · 1 yr 8 mos
Capital One Advisors, LLC
March 2016 - August 2016 · 5 mos
Capital One Investing, LLCBroker
March 2016 - August 2016 · 5 mos
Chase Investment Services CORP.
September 2007 - September 2010 · 3 yrs
Chase Investment Services CORP.Broker
October 2006 - September 2010 · 3 yrs 11 mos
Ifmg Securities, INC.Broker
May 2005 - October 2006 · 1 yr 5 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2005 · 4 mos
Hsbc Brokerage (USA) INC.Broker
March 2003 - January 2005 · 1 yr 10 mos
Citicorp Investment ServicesBroker
January 2001 - March 2003 · 2 yrs 2 mos
G.P. Marone & CO., INC.Broker
August 1998 - January 2001 · 2 yrs 5 mos
Global Financial Group, INC.Broker
November 1997 - December 1997 · 1 mo
E. C. Capital, LTD.Broker
June 1997 - August 1997 · 2 mos
Ash & CO. IncorporatedBroker
May 1997 - July 1997 · 2 mos
Foster Jeffries CO., INC.Broker
October 1996 - December 1996 · 2 mos
The Thornwater Company, L.P.Broker
July 1995 - September 1995 · 2 mos
Royce Investment Group, INC.Broker
January 1995 - February 1995 · 1 mo
State Registrations4 states
CTFLNJNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.