Darren, Colananni
Centurion Wealth Management
7901 Jones Branch DriveSuite 800
McLean, VA 22102
5717652301
About Centurion Wealth Management
There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data.
Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success.
They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one.
Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.
See Disclosures
General Information
Firm Start Year
2015
No. of Employees
10-19
CRD#
5744258
Firm CRD#
113908
Name of Custodial Firm
Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)
Years of Experience in Financial Services
12
Number of Years with Current Firm
2
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®, CIMA®, CPWA®
Securities Licenses
Series 63, Series 7, Series 65
Insurance and Annuity Licenses
Health, Annuity, Life, Variable Life, Long Term Care, Variable Annuity
Financial Organization Memberships
Financial Planning Association (FPA)
Firm Information
Assets Managed by Firm
350,000,000
Assets Managed by Advisor
350,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelor of Arts - Double Major: Business Management and Economics
Washington College
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1885592/financialplanners-Centurion-Wealth-Management-detailed-disclosure.html
Disclaimer
The content provided is for informational purposes only, and should not be considered a recommendation of any particular strategy, investment product or investing advice of any kind. The views and opinions expressed are those of the author and do not necessarily reflect the opinions of Spire Wealth Management LLC, Spire Securities LLC or its affiliates. Investing involves risk, including the possible loss of principal. Always consult a financial, tax and/or legal professional regarding your specific situation