Paul
Lysan

Centaurus Financial, Inc

CRD#1219203
Investment Advisor
in Peabody, MA

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About this Advisor

Paul Lysan is a financial advisor whose office is in Peabody, Massachusetts. Currently a registered financial advisor at Centaurus Financial, Inc, Lysan has 17 years of professional experience in the financial advisory industry. Lysan has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Lysan is registered to advise clients based out of California, Vermont, Colorado, Florida, Massachusetts and New Hampshire. Throughout their career, Lysan has worked at Paul Lysan, Cpa, Investors Capital Corporation, 1St Bccw Capital Corp, Tradedesk Financial Corp, Investors Capital Advisory Services and Centaurus Finanical, Inc. Centaurus Financial, Inc is headquartered in Peabody, Massachusetts, and operates out of 275 other locations in the United States. As an advisory firm, Centaurus Financial, Inc manages $2 billion in assets dispersed across 11,933 client accounts and employs more than 611 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 3,613 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 11,933 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Centaurus Financial, Inc can provide 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

17 years

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, Commissions

Disclosures

Yes

Office Location

One Newbury Street Suite #405
Peabody, MA 01960

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$2,266,210,690

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

611

MA Average: 43
Total Number of Accounts

11,933

MA Average: 3,727
Average Account Size

$189,911

MA Average: $2,033,427

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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

Paul Lysan Work History

Paul has 17 years of experience.

2016 - Present (3 years)

Centaurus Finanical, Inc

2001 - Present (18 years)

Paul Lysan, Cpa

2008 - 2010 (2 years)

Tradedesk Financial Corp

2006 - 2016 (10 years)

Investors Capital Advisory Services

2004 - 2016 (12 years)

Investors Capital Corporation

2004 - 2016 (12 years)

1St Bccw Capital Corp

Disclosures

Paul Lysan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Centaurus Financial, Inc

Anthony Mauro
Anaheim, CA
Kyle Blodgett
Anaheim, CA
Cynthia Kordys
Anaheim, CA
Michael Morando Jr
Santa Barbara, CA
Patrick Vahid
El Segundo, CA
John Martin
Laguna Hills, CA
Mark Woodfield
Anaheim, CA
Jeffrey Hobert
Anaheim, CA

This content was compiled from the SEC and FINRA.

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