Robert Centrella
Advisor at Forza Investment Advisory, LLC
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 Forza Investment Advisory, LLC
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
Westfield, NJ
Credentials
CFA®, Series 63, Series 65
Industry experience
27 years
Robert Centrella is a CFA® charterholder with 27 years of industry experience. He has been the principal advisor at Forza Investment Advisory, LLC since 2010. Forza Investment Advisory provides discretionary portfolio management and investment consultation to private individuals, select small businesses, and a variety of institutional clients. The firm employs a combined top-down macroeconomic and bottom-up fundamental approach, tailoring portfolios to client objectives with a focus on documented investment policies and disciplined risk management.
Based on Forza Investment Advisory, LLC
Based on Forza Investment Advisory, LLC
Flat fee negotiable for investment consultations, minimum $500
$0 - $500,000: 0.95% $500,000 - $1,500,000: 0.85% $1,500,000 - $4,000,000: 0.75% $4,000,000 - $10,000,000: 0.70% $10,000,000+: Negotiated
$200 to $400 per hour with minimum two hours or $500 minimum
Account minimum: $1,000,000 Fee-only: Fee-based, no commissions
Westfield, NJ
New Jersey
Forza Investment Advisory, LLC (155164)
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")