EB
EB

Eric Brillant

22 Years of Experience
Anaheim, CA
1 DisclosureBrokerSells Insurance

Eric Brillant is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 22 years of industry experience. Eric 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%.

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Location

2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806

Get directions

History

Regulatory History (1)
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Judgment / Lien
September 2025
Other Business ActivitiesSells Insurance

Eric is the president of Brillant and Associates, a DBA used for branding purposes. He also sells fixed insurance, disability, long-term care, individual term, and IUL insurance products as an agent.

Employment History
Current Registrations
Centaurus Financial, INC.
October 2019 - Present · 6 yrs 7 mos
Centaurus Financial, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2007 - October 2019 · 12 yrs 2 mos
LPL Financial LLCBroker
August 2007 - October 2019 · 12 yrs 2 mos
Securian Financial Services, INC.
August 2003 - August 2007 · 4 yrs
Securian Financial Services, INC.Broker
March 2003 - August 2007 · 4 yrs 5 mos
State Registrations8 states
AKCAFLMTNMNYORWA
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.