Matthew
Riley
Centaurus Financial, Inc
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About this Advisor
Matthew Riley is a financial advisor who works out of Middletown, Delaware with 13 years of industry experience. Riley is on the advisory team at Centaurus Financial, Inc. During their career, the advisor has held roles at Affinity Wealth Management and Centaurus Financial, Inc. Riley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Washington. Centaurus Financial, Inc is a registered investment company that has its headquarters in Anaheim, CA. The firm has offices in 174 locations and a total of 616 advisors. It oversees $5 billion in assets under management among its 32,255 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 32,255 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. Centaurus Financial, Inc offers a number of services, including 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Centaurus Financial, Inc can be comprised of any blend 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
Matthew Riley Work History
Matthew has been registered as a financial advisor for 13 years.*
Affinity Wealth Management
Centaurus Financial, Inc
*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 Matthew Riley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centaurus Financial, Inc
Shelton, CT
Milford, PA
Simpsonville, SC
Norwood, MA
Pottstown, PA
Biloxi, MS
Tomball, TX
Lewisville, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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