Director, Chief Compliance Officer, Senior Vice President · Truist Advisory Services, Inc.
Patricia R. Centeno
CRD 2239528 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Truist Advisory Services, Inc., an SEC-registered wealth manager based in Atlanta, GA with $77.4 billion in regulatory assets, lists Patricia R. Centeno on its Form ADV as Director, Chief Compliance Officer, Senior Vice President, a control person. The SEC filings also name Patricia at 1 other registered adviser.
Firms and roles
- Truist Advisory Services, Inc.Director, Chief Compliance Officer, Senior Vice PresidentWealth manager · Atlanta, GA · $77B in regulatory assets
- GFO Advisory Services, LLCChief Compliance OfficerPrivate fund adviser · Greenwich, CT · $351M in regulatory assets
AtlasMembers
Patricia’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Brian S. DowhowerChairman of the Board, Truist Advisory Services, Inc.
- Tonya TysonDirector, Assistant Secretary, Chief Operations Officer, Senior Vice President, Truist Advisory Services, Inc.
- Bryan S. CramPresident, Chief Executive Officer and Vice Chairman, Truist Advisory Services, Inc.
- Keith J. LernerChief Investment Officer, Truist Advisory Services, Inc.
- Leah R. WehingerDirector, Executive Vice President, Head of Investment Advice and Solutions, Truist Advisory Services, Inc.
4 more people named with Patricia on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.