Michael
Guttadaro

Centaurus Financial, Inc

CRD#5564510
Investment Advisor
in Shelton, CT

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About this Advisor

Michael Guttadaro is a financial advisor based in Shelton, Connecticut, working with Centaurus Financial, Inc. Michael has previously held positions at Connecticut Institute Of Finance, American Portfolios Financial Services, Inc, Centaurus Financial Inc, and Sound Coaching Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Texas, Virginia, and Wyoming. Currently, Michael is part of Centaurus Financial, Inc, which operates out of Shelton, Connecticut. 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

231 Coram Avenue
Shelton, CT 06484

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

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

598

CT Average: 43
Total Number of Accounts

30,814

CT Average: 3,727
Average Account Size

$169,144

CT 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

Michael Guttadaro Work History

2017 - Present (7 years)

Centaurus Financial Inc

2013 - Present (11 years)

Connecticut Institute Of Finance

2013 - Present (11 years)

Sound Coaching Inc

2013 - 2017 (4 years)

American Portfolios Financial Services, Inc

Disclosures

Please visit the SEC profile of Michael Guttadaro 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

Ryan Halterman
Kennewick, WA
William Fuentes
Simi Valley, CA
Stacey Corbello
Anaheim, CA
Dylan Linsky
Anaheim, CA
Jacob Cornell
Port Charlotte, FL
Michael Martinelli
Anaheim, CA
David Linsky
Palm Beach Gardens, FL
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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