EB
EB

Edward Blacka

39 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Edward Blacka is a registered investment advisor at Centaurus Financial, INC., based in Pittsburgh, PA, with 39 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.

Maximum advisory fees:

  • Alpha, Beta, ABJ, Omega, Delta: 2.25%
  • AA & VL: 1.50%
  • Adviser-Directed: 1.35%
  • FlexUMA: 2.25%

Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.

Loading...

Location

201 Penn Center Blvd., Suite #400, Pittsburgh, PA, 15235

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Edward is the owner/senior partner of Blacka Financial Consulting, where he provides insurance consulting, sales, services, and marketing for property and casualty insurance, dedicating a few hours per week. He also owns a silent minority stake in Mt. Hope Golf Course and works as an LHA agent selling whole and term life insurance.

Employment History
Current Registrations
Centaurus Financial, INC.
December 2020 - Present · 5 yrs 7 mos
Centaurus Financial, INC.Broker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Trustmont Advisory Group, INC.
August 2012 - December 2020 · 8 yrs 4 mos
Trustmont Financial Group, INC.Broker
July 2012 - December 2020 · 8 yrs 5 mos
New England Securities Corporation
September 2008 - July 2012 · 3 yrs 10 mos
New England SecuritiesBroker
June 2008 - July 2012 · 4 yrs 1 mo
Lincoln Financial Advisors Corporation
January 2007 - June 2008 · 1 yr 5 mos
Lincoln Financial Advisors Corporation
January 2005 - December 2006 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
December 2004 - June 2008 · 3 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
December 2004 - May 2006 · 1 yr 5 mos
Princor Financial Services CorporationBroker
December 2003 - December 2004 · 1 yr
Veravest Investment Advisors, INC.
October 2001 - December 2003 · 2 yrs 2 mos
Veravest Investments, INC.Broker
July 2001 - December 2003 · 2 yrs 5 mos
The Advisors Group, INC.Broker
September 1995 - July 2001 · 5 yrs 10 mos
Pruco Securities CorporationBroker
May 1986 - July 1995 · 9 yrs 2 mos
State Registrations14 states
ARCAFLGALAMDNJOHPATNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.