Martin
Scalzo
Centaurus Financial, Inc
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About this Advisor
Martin Scalzo is a financial advisor based out of Westlake Village, California, with 6 years of relevant experience. Scalzo currently works for Centaurus Financial, Inc. The advisor has gained experience at Arque Capital LTD, Financial West Group and Centaurus Financial, Inc. Scalzo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Alaska, Arizona, California, Colorado, Georgia, North Carolina, South Carolina, Texas and Washington. Centaurus Financial, Inc is an advisory business operating out of Anaheim, CA. The firm has offices in 174 locations and a total of 616 employees. It has $5 billion in assets under management across its 32,255 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 32,255 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. Centaurus Financial, Inc provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Centaurus Financial, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Martin Scalzo Work History
Martin has been registered as a financial advisor for 6 years.*
Centaurus Financial, Inc
Financial West Group
Arque Capital LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Martin Scalzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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