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Chief Operations Officer · Centric Advisors, LLC

Oscar R. Mondragon

CRD 6134876 · Named on Form ADV at one SEC-registered adviser

At a glance

Centric Advisors, LLC, an SEC-registered wealth manager based in Cypress, TX with $211 million in regulatory assets, lists Oscar R. Mondragon on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

AtlasMembers

Oscar’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Zachary T. MajorsChief Executive Officer & Chief Compliance Officer, Centric Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Oscar’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.