AdvisorOS Directory
Claim Profile
Unclaimed Profile
OM

Oscar Raul Mondragon

CENTRIC ADVISORS, LLC·CYPRESS, Texas
SIE, Series 7, Series 63, Series 65Clean record10 years registeredCENTRIC ADVISORS, LLC
12549 LOUETTA ROAD, CYPRESS, TX 77429CRD# 6134876Firm CRD# 282477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Oscar Raul Mondragon · CYPRESS, TX
Registration
CRD #6134876 · CENTRIC ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
May 2026 – present
CENTRIC ADVISORS, LLC
May 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 19, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CENTRIC ADVISORS, LLC
CRD 282477 · SEC 801-121623
AUM
$178M
Regulatory assets under management
Employees
13
917 client accounts
Services offered by CENTRIC ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CENTRIC ADVISORS, LLC →
Introduction

Speak with Oscar

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Oscar is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CYPRESS?

Browse all registered financial advisors in CYPRESS, Texas or claim this profile if it's yours.

Browse CYPRESS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Oscar Raul Mondragon offer?
Oscar Raul Mondragon specializes in Financial Planning, Investment Management. Contact their office in CYPRESS, Texas for a consultation.
What are Oscar Raul Mondragon's credentials?
Oscar Raul Mondragon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oscar Raul Mondragon located?
Oscar Raul Mondragon is based in CYPRESS, Texas, working with CENTRIC ADVISORS, LLC. Their office serves clients in the CYPRESS metropolitan area and surrounding communities.
How does Oscar Raul Mondragon charge for services?
Oscar Raul Mondragon'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 CENTRIC ADVISORS, LLC?
CENTRIC ADVISORS, LLC has approximately 13 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CENTRIC ADVISORS, LLC

Zachary Thomas Majors
CYPRESS, TX

More Advisors in CYPRESS, Texas

Quenton Carl Nolte
NYTRX LLC·CYPRESS, TX
Vishal Jain
ECKUITY LLC·CYPRESS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile