DarrenColananni- Financial Advisor McLean, VA

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About Darren Colananni

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

Number of Years with Current Firm

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

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885592/paladinregistry-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

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Paladin Research Report For:

Darren Colananni

Centurion Wealth Management