Isaac
Stolar
Centaurus Financial, Inc
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About this Advisor
Isaac Stolar is a financial advisor working out of Morgantown, West Virginia with a total of 3 years of relevant experience. Stolar works at Centaurus Financial, Inc. Their career trajectory has included roles at Orion Financial, The Citadel/Wvu, Highschool-Homeschool and Centaurus Financial Inc. Stolar holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado, Pennsylvania, Utah, West Virginia and Wyoming. Centaurus Financial, Inc is a firm that has its headquarters in Anaheim, CA. It has offices in 174 locations and a total of 616 financial advisors. It manages $5 billion in assets under management among its 32,255 accounts, making it one of the largest firms in the country by assets under management. Of its 32,255 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company performs a wide set 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 for financial advisory services vary depending on the financial services offered. Fees billed by Centaurus Financial, Inc most likely are comprised of any combination 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
Isaac Stolar Work History
Isaac has been registered as a financial advisor for 3 years.*
Centaurus Financial Inc
Orion Financial
The Citadel/Wvu
Highschool-Homeschool
*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 Isaac Stolar 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
Anaheim, CA
Norwood, MA
Tomball, TX
Milford, PA
Anaheim, CA
Biloxi, MS
Arroyo Grande, CA
North Hills, CA
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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