Unclaimed Profile

Wendy Kathleen Ciehanski

CENTRICITY WEALTH MANAGEMENT, LLC·WESTERVILLE, Ohio

Series 7, Series 9, Series 10, Series 31, Series 66Clean record27 years registeredCENTRICITY WEALTH MANAGEMENT, LLC

515 EXECUTIVE CAMPUS DRIVE, WESTERVILLE, OH 43082CRD# 2949478Firm CRD# 165664

Profile Verification

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

Identity

Wendy Kathleen Ciehanski · WESTERVILLE, OH

Registration

CRD #2949478 · CENTRICITY WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

COMPOSITION WEALTH, LLC

Jul 2025 – present

CENTRICITY WEALTH MANAGEMENT, LLC

Jan 2013 – Sep 2025

WESTERVILLE, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 1999 – Jan 2013

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · June 28, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTRICITY WEALTH MANAGEMENT, LLC

CRD 165664 · SEC 801-77519

AUM

$160M

Regulatory assets under management

Employees

548 client accounts

Services offered by CENTRICITY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CENTRICITY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Wendy Kathleen Ciehanski offer?

Wendy Kathleen Ciehanski specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Wendy Kathleen Ciehanski's credentials?

Wendy Kathleen Ciehanski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy Kathleen Ciehanski located?

Wendy Kathleen Ciehanski is based in WESTERVILLE, Ohio, working with CENTRICITY WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Wendy Kathleen Ciehanski charge for services?

Wendy Kathleen Ciehanski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTRICITY WEALTH MANAGEMENT, LLC?

CENTRICITY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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