Company Information

Get to know Centerline Wealth Advisors

Founded in 1987, Centerline Wealth Advisors is a registered investment adviser (RIA) dedicated to helping clients align their wealth with their life goals. The firm operates on a fee-only basis, meaning they are compensated directly by their clients rather than through commissions, which aligns their interests with those of their clients. They offer comprehensive services including financial planning, investment management, retirement planning, and estate planning, primarily serving individuals, families, and trusts. Their mission is to provide objective advice and personalized strategies to help clients achieve financial peace of mind.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Centerline Wealth Advisors

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.