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Marc Andrew Aguilar

Centurion Wealth Management

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About Marc Andrew Aguilar

Marc Aguilar is a financial advisor who has been in the industry since 2011. Marc is a Certified Financial Planner™ professional and is currently registered with Centurion Wealth Management. Before joining Centurion Wealth Management, Marc worked as a Registered Representative for Spire Securities, LLC. Marc has a strong background in financial services, having previously worked with Morgan Stanley and Merrill Lynch.

Firm Information

Marc Aguilar is currently registered with Centurion Wealth Management. Centurion Wealth Management is an investment advisor registered with the SEC. Located in McLean, Virginia, the firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Centurion Wealth Management manages over $591 million in assets for 1,655 accounts.
Centurion Wealth Management

7901 JONES BRANCH DRIVE

MCLEAN, VA 22102

$591.42M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Aguilar’s Registration & Firm History

VA

06/01/2022 - Present

Centurion Wealth Management (McLean VA)

VA

08/06/2021 - 12/31/2023

SPIRE SECURITIES, LLC (MCLEAN VA)

DC

09/16/2016 - 08/11/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

VA

04/12/2016 - 09/30/2016

MORGAN STANLEY (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 07/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Andrew Aguilar.
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