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Business Profile

Financial Services

Cerrito & Stanfill Wealth Management LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(727) 589-2786Write a Review

About

Overview

Cerrito & Stanfill Wealth Management LLC

360 Central Ave Ste 800

St Petersburg, FL 33701-3984

Get DirectionsView Service Area

BBB Accreditation & Rating

Cerrito & Stanfill Wealth Management LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

BBB Rating

A+

Reasons for rating

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

Cerrito & Stanfill Wealth Management LLC offers comprehensive planning including investments, income strategies, insurance and estate planning.

BBB Accredited Since: 7/18/2024

Years in Business: 3

Products and Services

 Investments, Income Strategies, Insurance and Estate Planning.

Business Details

Local BBB:
BBB of West Florida
BBB File Opened:
7/26/2022
Business Started:
7/5/2022
Business Incorporated:
7/5/2022
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Robert Cerrito, Managing Member
Justin Stanfill, Managing Member

Additional Contact Information

Principal Contacts
Justin Stanfill, Managing Member
Customer Contacts
Justin Stanfill, Managing Member
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of A044398 for this business, issued by Florida Department of Financial Services. The expiration date of this license is 6/30/2027.

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

877-6935236Website

BBB records show a license number of W407766 for this business, issued by Florida Department of Financial Services. The expiration date of this license is 6/30/2027.

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

877-6935236Website

BBB records show a license number of Registered - Broker for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

800-7320330

BBB records show a license number of Registered Broker for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

800-7320330

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Wealth Management

Latest Reviews

  • Jim B

    "I met with Mr * twice and was considering to hire him as a financial advisor. His arrogant style turned me off as he did not liked to be challenged from a person that was considering putting their life savings in their hands." ... Read full review

  • Timothy S

    "We have been working with Mr. REMOVEDand his team for almost a decade now and we couldnt be happier." ... Read full review

  • Robert S

    "Excellent money management personal. I have been with them for over two years and have found them to be very helpful and reliable." ... Read full review

View all Reviews

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