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Centerview Wealth Advisors, LLC CRD 173260
$144M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
139 Freeport Road, Pittsburgh, PA 15215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-20 |
| PA | RA | APPROVED | 2016-02-06 |
| TX | RA | APPROVED | 2016-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegheny Smokeworks | Pittsburgh | PA | 07/2004 | Present |
| Mml Investors Services, Inc. | Pittsburgh | PA | 04/2007 | Present |
| Massmutual Life Insurance Company | Pittsburgh | PA | 03/2007 | Present |
| Centerview Wealth Advisors, Llc | Pittsburgh | PA | 02/2016 | Present |
Insurance agent 90% owner of Allegheny Smokeworks, Inc., a retail tobacconist.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-30 |
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