Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Charles Cencibaugh, financial advisor Newport Beach CA
96 score

Charles Cencibaugh

CRD Number: 5314525
Current Firm: Rs Crum Inc.

Charles Cencibaugh (CRD# 5314525) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and has over 16 years of experience in the finance industry. Charles Cencibaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rs Crum Inc, Newport Beach, CA Apr 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Charles D. Cencibaugh
Phone Number: 949-428-9696
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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