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Inactive

Christopher W Cercy

Fierce Financial Group LLC

Miami Beach, FL

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Current Employers
Fierce Financial Group Llc

1680 Michigan Avenue Suite 1000, Miami Beach, FL 33139 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-22
NC RA APPROVED 2018-12-21
  • FL RA
    APPROVED
    Since 2022-02-22
  • NC RA
    APPROVED
    Since 2018-12-21

Branch Locations

1680 Michigan Avenue Suite 1000, Miami Beach, FL 33139 • 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
Maestro Wealth Advisors Winston Salem NC 06/2016 08/2018
Retirement Wealth Advisors Winston Salem NC 01/2017 08/2018
Formulafolio Investments, Llc Winston Salem NC 01/2017 08/2018
Fierce Financial Group Llc Winston Salem NC 05/2018 11/2021
Fierce Financial Group Llc Miami Beach FL 11/2021 Present
  • 06/2016 → 08/2018
    Maestro Wealth Advisors
    Winston Salem, NC
  • 01/2017 → 08/2018
    Retirement Wealth Advisors
    Winston Salem, NC
  • 01/2017 → 08/2018
    Formulafolio Investments, Llc
    Winston Salem, NC
  • 05/2018 → 11/2021
    Fierce Financial Group Llc
    Winston Salem, NC
  • 11/2021 → Present
    Fierce Financial Group Llc
    Miami Beach, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-03
  • S65 Uniform Investment Adviser Law Examination
    2017-07-03
Designations
Other Names
  • Chris Cercy

View on SEC IAPD

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