Virgil
Rutili
Centric Wealth Management, LLC
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About this Advisor
Virgil Rutili is a certified financial planner working in Chicago, Illinois with a total of 5 years of industry experience. Rutili is currently employed by Centric Wealth Management, LLC. Rutili has gained experience at Merrill Lynch, Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments. Rutili holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, Colorado, Illinois, Indiana and Texas. Centric Wealth Management, LLC is a financial advisory business operating out of Chicago, IL. It has offices in two locations and a total of seven employees. It administers $449 million in assets among its 1,199 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 1,199 accounts, just 14% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Centric Wealth Management, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is offered. Fee types charged by Centric Wealth Management, LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centric Wealth Management, LLC Brokerage Details
$448,482,462
7
1,199
$374,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Virgil Rutili Work History
Virgil has been registered as a financial advisor for 5 years.*
Centric Wealth Management, LLC
Purshe Kaplan Sterling Investments
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Virgil Rutili to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centric Wealth Management, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Deerfield, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
