Sara Reese-Rossman is a control person of Centennial Advisors and directly owns under 5% of it.
Centennial Advisors is an investment adviser based in Austin, TX, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $237 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8114600
- Firm
- Centennial Advisors · CRD 290778
- Role
- Chief Operating Officer
- In role since
- May 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Austin, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Sara Reese-Rossman work?
Sara Reese-Rossman has been Chief Operating Officer of Centennial Advisors, LLC since May 2024, and is a control person of the firm.
How can I verify Sara Reese-Rossman’s record?
Sara Reese-Rossman’s role is listed on Centennial Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 290778.
- Kristin PrieurChief Compliance Officer
Michael ReeseFounder, CEO