Matthew
Riley

Centaurus Financial, Inc

CRD#2914452
Investment Advisor
in Middletown, DE

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About this Advisor

Matthew Riley is a financial advisor based in Middletown, Delaware, working with Centaurus Financial, Inc. Matthew has previously held positions at Affinity Wealth Management and Centaurus Financial, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services 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. Currently, Matthew is part of Centaurus Financial, Inc, which operates out of Middletown, Delaware. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

651 N. Broad Street Suite #205
Middletown, DE 19709

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

DE Average: $7,578,581,321
Total Number of Employees

598

DE Average: 43
Total Number of Accounts

30,814

DE Average: 3,727
Average Account Size

$169,144

DE Average: $2,033,427

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

2007 - Present (17 years)

Affinity Wealth Management

2007 - Present (17 years)

Centaurus Financial, Inc

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

David Linsky
Palm Beach Gardens, FL
Stacey Corbello
Anaheim, CA
William Fuentes
Simi Valley, CA
Joanna Mccomsey
Westlake Village, CA
Ryan Halterman
Kennewick, WA
Robert Nichols
Las Vegas, NV
Stephen Rodgveller
Tucson, AZ
Michael Martinelli
Anaheim, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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