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Sterling Dwight Neblett

Centurion Wealth Management

Mclean, VA

CRD 4972455

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Employer firm

Centurion Wealth Management CRD 317929

$784M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars
  • INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

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

Current Employers
Centurion Wealth Management

7901 Jones Branch Drive Suite 230, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-04-28
  • VA RA
    APPROVED
    Since 2022-04-28

Branch Locations

7901 Jones Branch Drive Suite 230, Mclean, VA 22102 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Investment Partners Mclean VA 02/2015 04/2022
Centurion Wealth Management Mclean VA 04/2022 Present
Previous Registrations
  • 2015-02-20 → 2022-04-28
    Mclean, VA
    West Palm Beach, FL
  • 2008-01-04 → 2015-02-23
    Xml Securities
    Fairfax, VA
    Falls Church, VA
    Bethesda, MD
  • 2007-01-04 → 2007-12-31
    Lara, Shull & May, Ltd
    Falls Church, VA
    Falls Church, VA
Other Businesses

9/2020: Casa Valerie,LLC - partnership with brother to manage/rent inherited property. Not investment related. Neblett Pancreatic Cancer Foundation, President; Hart Cellars, LLC, President; OKEANOS Venture Capital Group ; Gaingels Angel Investors and Venture Capital Group (Personal investing only, not recommended to clients).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-17
S63 Uniform Securities Agent State Law Examination 2005-07-26
  • S66 Uniform Combined State Law Examination
    2006-10-17
  • S63 Uniform Securities Agent State Law Examination
    2005-07-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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