Joseph Centofonti
Joseph Centofonti is a registered investment advisor at Eagle Asset Management INC, based in St. Petersburg, FL, with 17 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 79,272 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees typically range from 0.08% to 0.15% annually and may vary based on portfolio size and other factors at the firm's discretion.
Fee Estimator
Location
780 Carillon Pkwy, St. Petersburg, FL, 33716
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Regulatory History
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 Activities
Joseph acts as Power of Attorney, Health Care Power of Attorney, and Personal Representative for Katie Centofonti, his partner. He spends minimal time on these duties.
Employment History
Current Registrations
Eagle Asset Management INC
Carillon Fund Distributors, INC.
Carillon Fund Distributors, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ensemble Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations52 states
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
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