Chicago, IL Office

Team
Updated today
Centennial Securities Company Inc logo

Centennial Securities Company Inc

Multi-team

Firm-wide stats for Centennial Securities Company Inc

Total advisors

38

Across 4 offices

Clients per advisor

65 High

Avg AUM per client

$513,989 Typical

HNW client ratio

17% Typical

About

Centennial Securities Company, Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting services to a mix of individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, trusts and estates, foundations, endowments, and other business entities. Offerings described in the brochure include individually managed accounts, a sponsored wrap‑fee program (Centennial Select), access to third‑party manager programs, and plan advisory services.

Investment advice is delivered through the firm’s investment adviser representatives rather than a central investment committee, with portfolios tailored to client objectives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third‑party model and overlay solutions (including RBC Unified Portfolios and Envestnet). The firm provides both discretionary and non‑discretionary management, conducts regular account reviews, and may employ a range of strategies from long‑term holdings to more active trading and options where suitable.

Centennial’s brochure highlights several features that distinguish it from many peers: it is concurrently registered and active as a broker‑dealer and operates as a licensed insurance agency, it sponsors and solicits for third‑party manager programs, and it maintains an affiliated pension consulting relationship (Pathway Benefit Services) owned by firm representatives. The firm also reports serving less‑common institutional client types for its peer group — such as banking and insurance institutions, other investment advisers, and governmental or sovereign entities — and the brochure discloses no material disciplinary events.

Based on Centennial Securities Company Inc

Expertise

Options & derivatives strategies

Based on Centennial Securities Company Inc

Location

135 S. Lasalle Street, Suite 3710

Chicago IL 60603

Advisors at this office

10

Advisors at this office

user avatar

Mario B

Series 63, Series 65

Chicago, IL

Centennial Securities Company, Inc.

Mario Bernardi is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing fundamental and technical analysis to create customized portfolios.

Options & derivatives strategies
user avatar

Melissa M

Series 63, Series 66

Chicago, IL

Centennial Securities Company, Inc.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, and Merrill. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its advisor representatives using a combination of fundamental and technical analysis, strategic asset allocation, and various proprietary and third-party models.

Options & derivatives strategies
user avatar

Michael O

Series 63, Series 66

Chicago, IL

Centennial Securities Company, Inc.

Michael Ochoa is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has worked at Centennial Securities since 2011 and previously spent a year at Sanctuary Securities, Inc. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts and estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its advisers with portfolios tailored to client objectives using a combination of fundamental and technical analysis, strategic asset allocation, and third-party solutions.

Options & derivatives strategies
user avatar

Walter M

Series 66

Chicago, IL

Centennial Securities Company, Inc.

Walter Musumeci is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through platforms like RBC and Envestnet.

Options & derivatives strategies
user avatar

Constance E

Series 66

Chicago, IL

Centennial Securities Company, Inc.

Constance Etter is a financial advisor at Centennial Securities Company, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Centennial Securities since 2019, previously working at Wunderlich Securities, Inc. since 2013. Centennial Securities Company, Inc. is a multi-team firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized investment management and financial planning services, utilizing both fundamental and technical analysis across a range of investment vehicles.

Options & derivatives strategies
user avatar

Sophia B

Series 66

Chicago, IL

Centennial Securities Company, Inc.

Sophia Bernardi is a financial advisor at Centennial Securities Company, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Centennial, she worked at Conagra Brands for three years and Walgreens Co for three years. She also has a four-year academic background from Indiana University. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives, employing a range of strategies tailored to client objectives.

Options & derivatives strategies
user avatar

Azita A

Series 63, Series 65

Chicago, IL

Centennial Securities Company, Inc.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

Christopher F

Series 63, Series 65

Chicago, IL

Centennial Securities Company, Inc.

Christopher Fallon is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Claymore Securities, Inc. since 2010 and joined Centennial Securities in 2025. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

Paul B

Series 63, Series 66

Chicago, IL

Centennial Securities Company, Inc.

Paul Berghoff Jr. is a financial advisor with Centennial Securities Company, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. His career includes over 10 years with Centennial Securities and ongoing involvement with Berghoff & Company, Inc., where he also serves as president. Outside of financial advising, he operates Season Seats LLC, which provides client entertainment and travel experiences. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach combines fundamental and technical analysis with tailored portfolios using proprietary and third-party models, serving a diverse client base including corporate pension plans and foundations.

Options & derivatives strategies
user avatar

Peggy N

Series 63, Series 66

Chicago, IL

Centennial Securities Company, Inc.

Peggy Nourie is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Centennial Securities since 2012. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its representatives, with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Options & derivatives strategies
View complete list of advisors at this office
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