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Richard Marcil

Centaurus Financial, INC.
39 Years of Experience
Norwood, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Richard Marcil is a registered investment advisor at Centaurus Financial, INC., based in Norwood, MA, with 39 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 Boston Providence Turnpike, Suite #2L, Norwood, MA, 02062

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is an associate of The Thorndike Company LLC for marketing and business expenses, dedicating about 10-20% of his time. He is also a sole proprietor of The Thorndike Company LLC, spending minimal time on sales of traditional insurance, LTC, health, UL, and disability, and works as a broker for traditional life and health insurance, spending a few hours per week.

Employment History
Current Registrations
Centaurus Financial, INC.
October 2004 - Present · 22 yrs
Centaurus Financial, INC.Broker
February 2001 - Present · 25 yrs 8 mos
Previous Registrations
New England SecuritiesBroker
March 1987 - February 2001 · 13 yrs 11 mos
State Registrations11 states
CACOCTFLILMAMDMENCNHNY
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.
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