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Patricia Reed Centeno

GFO ADVISORY SERVICES, LLC·GREENWICH, Connecticut
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4 GREENWICH OFFICE PARK, GREENWICH, CT 06831-5115CRD# 2239528Firm CRD# 109278
01

About

Patricia Reed Centeno is a registered financial advisor based in GREENWICH, Connecticut, affiliated with GFO ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GFO ADVISORY SERVICES, LLC
GFO ADVISORY SERVICES, LLC
AUM
$257M
Regulatory assets under management
Employees
11
Total firm employees
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2239528
Firm CRD# 109278
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Reed Centeno offer?
Patricia Reed Centeno specializes in Retirement Planning, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.
What are Patricia Reed Centeno's credentials?
Patricia Reed Centeno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Reed Centeno located?
Patricia Reed Centeno is based in GREENWICH, Connecticut, working with GFO ADVISORY SERVICES, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Patricia Reed Centeno charge for services?
Patricia Reed Centeno's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GFO ADVISORY SERVICES, LLC?
GFO ADVISORY SERVICES, LLC has approximately 11 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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