Brett
Ewing

Centaurus Financial, Inc

CRD#2904608
Investment Advisor
in Palm Coast, FL

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About this Advisor

Brett Ewing is a financial advisor based in Palm Coast, Florida, working with Centaurus Financial, Inc. Brett has previously held positions at Tallahassee Lions Club and Centaurus Financial, Inc. Brett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, California, Colorado, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, and Washington. Currently, Brett is part of Centaurus Financial, Inc, which operates out of Palm Coast, Florida. 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 66

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

397 Palm Coast Parkway Sw Suite #301
Palm Coast, FL 32164

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

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

598

FL Average: 43
Total Number of Accounts

30,814

FL Average: 3,727
Average Account Size

$169,144

FL 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

Brett Ewing Work History

2007 - Present (17 years)

Centaurus Financial, Inc

2002 - Present (22 years)

Tallahassee Lions Club

Disclosures

Please visit the SEC profile of Brett Ewing 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

Stephen Rodgveller
Tucson, AZ
Joanna Mccomsey
Westlake Village, CA
Alexander Johnston
Lewisville, TX
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
Stacey Corbello
Anaheim, CA
Zachry Fearing
Lewisville, TX
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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