Cesar Centeno

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-02-26
FL	RA	APPROVED	2018-02-06

Branch Locations

Tampa, FL • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Securities Research, Inc.	Lutz	FL	06/2016	12/2017
Saunders Financial	Lutz	FL	09/2015	12/2017
Scs Asset Management, Inc.	Lutz	FL	11/2017	12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tampa	FL	12/2017	Present
Bank Of America, N.A.	Tampa	FL	05/2018	Present

06/2016 → 12/2017

Securities Research, Inc.

Lutz, FL
09/2015 → 12/2017

Saunders Financial

Lutz, FL
11/2017 → 12/2017

Scs Asset Management, Inc.

Lutz, FL
12/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tampa, FL
05/2018 → Present

Bank Of America, N.A.

Tampa, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-01
S63	Uniform Securities Agent State Law Examination	2017-05-04

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