Marc G Linsky
Investment adviser representative at Centaurus Financial, Inc.
23 yearsExperience
18 statesRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
23 years in the industry.
- Centaurus Financial, Inc.Mar 2022 to now
- (dba) E Street FinancialOct 2003 to now
- Concourse Financial Group SecuritiesJul 2018 to Mar 2022
- Proequities, Inc.Jul 2018 to Sep 2021
- Concorde Asset Management, LLCJul 2015 to Jul 2018
- Concorde Investment Services, LLCJul 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 18 states (CA, CT, DE, FL, GA, IL, IN, MD, MI, MN, NC, NJ, NV, NY, PA, SD, VA, WI).
Centaurus Financial, Inc.
$9.7BAssets managed
45,336Clients
424Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1450006
- Firm CRD
- 30833