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Anthony Desjardins

Centaurus Financial, INC.
11 Years of Experience
Lady Lake, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Desjardins is a registered investment advisor at Centaurus Financial, INC., based in Lady Lake, FL, with 11 years of industry experience. Anthony 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

871 Hwy 466, Suite 702, Lady Lake, FL, 32159

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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
April 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is a managing member of Desjardins Retirement Solutions, LLC, a Florida licensed insurance agency, and a licensed Florida insurance agent for various insurance products. He also works as an insurance agent for CGM Risk Management & Insurance Services, providing property and casualty insurance quotes; these activities take significantly more than full-time hours.

Employment History
Current Registrations
Centaurus Financial, INC.
September 2017 - Present · 9 yrs 1 mo
Centaurus Financial, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Newbridge Financial Services Group, INC.
November 2015 - September 2017 · 1 yr 10 mos
Newbridge Securities CorporationBroker
July 2015 - September 2017 · 2 yrs 2 mos
State Registrations12 states
FLGAMENCNENYPASCTNTXVAWV
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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