Michael Centonza
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Staten Island, NY 10314
Credentials
Series 63, Series 65
Industry experience
5 years
Michael Centonza is a Financial Advisor with Merrill Lynch Wealth Management based in Staten Island. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop strategies to pursue their financial goals, providing guidance on general investing, retirement planning, and saving for unexpected events.
Michael holds a Bachelor's Degree from the College of Staten Island and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions.
Outside of his professional role, Michael is involved with the Knights of Columbus. His personal interests include baseball, football, golfing, music, and spending time with his family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
900 South Ave
Staten Island, NY 10314
New York · Texas
Bank of America, N.A
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
Equitable Advisors
2020 - 2024 (4 years)
Home Advisor
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
South Shore Golf Course
2019 - 2019 (1 year)
New York Yankees
2018 - 2019 (1 year)
CUNY- College of Staten Island
2016 - 2018 (2 years)
Wilentz, Goldman & Spitzer
2016 - 2018 (2 years)
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Accountant / CPA / tax prep
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Lawyer
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