Unclaimed Profile

Patricia Reed Centeno

GFO ADVISORY SERVICES, LLC·GREENWICH, Connecticut

GFO 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

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GFO ADVISORY SERVICES, LLC

AUM

$257M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GFO ADVISORY SERVICES, LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2239528

Firm CRD# 109278

View on FINRA BrokerCheck →

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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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