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Centario Grier

11 Years of Experience
Charlotte, NC
BrokerSells Insurance

Centario Grier is a registered investment advisor at Cetera Investment Advisers LLC, based in Charlotte, NC, with 11 years of industry experience. Centario 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

5200 77 Center Drive, Suite 330, Charlotte, NC, 28217

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Centario owns J&G Legacy Financial Group, LLC, an entity created to receive income and pay operational expenses, dedicating minimal time. Centario is also an insurance broker selling life insurance, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Cetera Investment Services LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
MML Investors Services, LLC
May 2022 - July 2025 · 3 yrs 2 mos
MML Investors Services, LLCBroker
March 2020 - July 2025 · 5 yrs 4 mos
Nylife Securities LLCBroker
August 2014 - March 2020 · 5 yrs 7 mos
State Registrations17 states
ALCACTFLGAINLAMDMONCNYOHPASCTNTXVA
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.
Centario Grier - Financial Advisor | TrueAdvisor