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          Find a Location

          Cerrito & Stanfill Wealth Management LLC has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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            Business ProfileCerrito & Stanfill Wealth Management LLC

            Financial Services
            Multi Location Business
            BBB accredited business

            Contact Information

            360 Central Ave Ste 800

            St Petersburg, FL 33701-3984

            Get Directions
            Visit Website
            (727) 589-2786

            Customer Reviews

            3.67/5

            Average of 3 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            This business has 0 complaints

            File a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA

            Accredited Since: 7/18/2024

            Years in Business: 2

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

            Related Categories

            Overview

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

            Products & Services

             Investments, Income Strategies, Insurance and Estate Planning.

            Business Details

            This is a multi-location business.

            Find a Location

            Cerrito & Stanfill Wealth Management LLC has 2 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Please enter a valid location.
              Location of This Business
              360 Central Ave Ste 800, St Petersburg, FL 33701-3984
              BBB File Opened:
              7/26/2022
              Years in Business:
              2
              Business Started:
              7/5/2022
              Business Incorporated:
              7/5/2022
              Accredited Since:
              7/18/2024
              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 Department of Financial Services

              These agencies may include:

              Department of Financial Services

              200 E Gaines St

              Tallahassee FL 32399

              (877) 693-5236

              BBB records show a license number of W407766 for this business, issued by Department of Financial Services

              These agencies may include:

              Department of Financial Services

              200 E Gaines St

              Tallahassee FL 32399

              (877) 693-5236

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

              These agencies may include:

              Securities and Exchange Commission

              450 5th Street, NW

              Washington DC 20549

              (800) 732-0330

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

              These agencies may include:

              Securities and Exchange Commission

              450 5th Street, NW

              Washington DC 20549

              (800) 732-0330

              Type of Entity:
              Limited Liability Company (LLC)
              Business Management
              • Mr. Robert M. Cerrito, Managing Member
              • Mr. Justin Stanfill, Managing Member
              Contact Information

              Principal

              • Mr. Justin Stanfill, Managing Member

              Customer Contact

              • Mr. Robert M. Cerrito, Managing Member
              • Mr. Justin Stanfill, Managing Member
              Read More Business Details and See Alerts

              Industry Tip

              BBB Tip: How to shop for financial services

              Customer Complaints

              0 Customer Complaints

              Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

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              Customer Reviews

              3 Customer Reviews

              What do you think? Share your review.

              How BBB Processes Complaints and Reviews

              Start a Review

              Most Recent Customer Review

              Nancy S

              09/16/2024

              We were dissatisfied with our financial advisor after losing 250K over 2 years while he offered no alternative investment plans other than advising us to be patient with the market. We met with *** ********************** who listened first to our retirement needs and goals. He then looked at our portfolio and its history of *************** The best part is his talent in teaching us about investment types and strategies that served our unique needs and goals. *** ********************** is an excellent teacher, has an obvious passion for investing, a broad body of knowledge about the investment world and endless patience to teach us.I have never been strong in the area of finance so I needed this kind of teaching patience to give me the understanding and security I needed about making my hard earned money work best for me. We are now very confident about our portfolio because we understand it so much better. We are very happy with the current returns and know we can confer with *** ********************** any time we have concerns or questions. He responds to our communications promptly. We highly recommend this Firm and *** **********************. We refer our *********************** with confidence.
              Read 2 More Customer Reviews

              Local BBB

              BBB of West Florida

              More Info on Local BBB

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              BBB reports on known marketplace practices.

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