David
Linsky

Centaurus Financial, Inc

CRD#6850479
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

David Linsky is a financial advisor based in Palm Beach Gardens, Florida, working with Centaurus Financial, Inc. David has previously held positions at Florida State University, Constellar Corporation, Catch Seafood Restaurant, Concorde Investment Services, and Centaurus Financial Inc. David has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, David is part of Centaurus Financial, Inc, which operates out of Palm Beach Gardens, 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 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

7108 Fairway Drive Suite #120
Palm Beach Gardens, FL 33418

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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

David Linsky Work History

2022 - Present (2 years)

Centaurus Financial Inc

2014 - Present (10 years)

Florida State University

2017 - 2018 (1 year)

Concorde Investment Services

2016 - 2016 (< 1 year)

Constellar Corporation

2014 - 2014 (< 1 year)

Catch Seafood Restaurant

Disclosures

Please visit the SEC profile of David Linsky 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

Stacey Corbello
Anaheim, CA
Evan Harris
Kennewick, WA
Michael Martinelli
Anaheim, CA
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
Stephen Rodgveller
Tucson, AZ
Robert Nichols
Las Vegas, NV
George Siracuse
Milford, PA

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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