3/24/2024 0 Comments Merle ochrach steven schwartz![]() ![]() Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. ![]() This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. However, fees charged by Centaurus Financial, Inc likely consist of asset-based, hourly and fixed fees. Centaurus Financial, Inc offers a number 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.įees charged by financial advisors usually vary depending on which services the firm provides the client. Of its 32,255 accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. It oversees $5 billion in assets between its 32,255 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. It has offices in 174 locations and a total of 616 people on staff. Schwartz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alaska, California, Idaho, Illinois, Montana, Nevada, Virginia and Washington.Ĭentaurus Financial, Inc is a business that has its headquarters in Anaheim, CA. They have spent their entire employment at Centaurus Financial, Inc. ![]() Schwartz is an employee of Centaurus Financial, Inc. Steven Schwartz is a financial advisor operating out of Mercer Island, Washington who has 13 years of relevant experience. ![]()
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