Nitin
Adoni

Centric Advisors, LLC

CRD#6594303
Investment Advisor
in Cypress, TX

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About this Advisor

Nitin Adoni is a financial advisor based in Cypress, Texas, working with Centric Advisors, LLC. Nitin has previously held positions at Jpmorgan Chase And Co, Northwestern Mutual Life Insurance Company, The On Equity Sales, Armen Sevag Khadiwala, Northwestern Mutual Investment Services LLC, The Fitzpatrick Group, Northwestern Mutual Wealth Management Company, Centric Advisors, LLC, and as a Life Insurance Agent - Self Employed. Nitin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Nitin is part of Centric Advisors, LLC, which operates out of Cypress, Texas. The firm has 1 office and 13 employees. The firm manages assets totaling $178.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Centric Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12549 Louetta Road
Cypress, TX 77429

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Centric Advisors, LLC Brokerage Details

Total Assets Under Management

$177,976,653

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

917

TX Average: 2,315
Average Account Size

$194,086

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Nitin Adoni Work History

2024 - Present (1 year)

Centric Advisors, LLC

2021 - Present (4 years)

Life Insurance Agent - Self Employed

2020 - 2022 (2 years)

Northwestern Mutual Wealth Management Company

2019 - 2019 (< 1 year)

Armen Sevag Khadiwala

2019 - 2022 (3 years)

Northwestern Mutual Life Insurance Company

2019 - 2022 (3 years)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

The On Equity Sales

2017 - 2019 (2 years)

The Fitzpatrick Group

2016 - 2017 (1 year)

Northwestern Mutual Life Insurance Company

2016 - 2017 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Jpmorgan Chase And Co

2014 - 2015 (1 year)

Student

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Disclosures

Please visit the SEC profile of Nitin Adoni 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 Advisors, LLC

Joseph Ingram
Cypress, TX
Adam Collins
Cypress, TX
Bently Ford
Cypress, TX
Lindy Chan
Cypress, TX
Bradley Miller
Cypress, TX
Oscar Mondragon
Cypress, TX
Nitin Adoni
Cypress, TX
Zachary Majors
Cypress, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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