Unclaimed Profile

Patricia Reed Centeno

GFO ADVISORY SERVICES, LLC·GREENWICH, Connecticut

SIE, Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 31, Series 52TO, Series 53, Series 57TO, Series 63, Series 65Clean record24 years registeredGFO ADVISORY SERVICES, LLC

4 GREENWICH OFFICE PARK, GREENWICH, CT 06831-5115CRD# 2239528Firm CRD# 109278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Reed Centeno · GREENWICH, CT

Registration

CRD #2239528 · GFO ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

May 2023 – present

TRUIST INVESTMENT SERVICES, INC.

Apr 2023 – present

WELLS FARGO CLEARING SERVICES, LLC

Apr 2004 – Mar 2023

Saint Louis, MO

FERRIS, BAKER WATTS INCORPORATED

Nov 2001 – Dec 2002

NW SUITE 700 WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 31

Series 52TO

Series 53

Series 57TO

Series 63

Series 65

Registration record

First registered · November 7, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GFO ADVISORY SERVICES, LLC

CRD 109278 · SEC 801-56752

AUM

$257M

Regulatory assets under management

Employees

11 client accounts

Services offered by GFO ADVISORY SERVICES, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GFO ADVISORY SERVICES, LLC →

Introduction

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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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