Adviser and broker representative · Centrica Wealth Management
Teresa Simon
CRD 6926696 · Miami, FL
At a glance
Teresa Simon is an investment adviser representative with Centrica Wealth Management in Miami, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Teresa’s SEC record dates to 2018, about 8 years ago. Teresa is also registered as a broker representative.
Current advisory firm
- Centrica Wealth ManagementSince May 2026Miami, FL · $627M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Teresa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.