Frances Yvette Maniscalco
Investment adviser representative at Centaurus Financial, Inc.
11 yearsExperience
1 stateRegistered in
$9.7BFirm assets
27 yearsFirm in business
Are you Frances Yvette Maniscalco? Claim your profile
Contact this firm
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
11 years in the industry.
- Centaurus Financial, Inc.May 2024 to now
- Pinncale Financial ResourcesMay 2024 to now
- MML Investors Services, LLCOct 2023 to May 2024
- Massmutual Life Insurance CompanyFeb 2023 to May 2024
- PNC BankMar 2021 to Feb 2023
- Zillow Home LoansDec 2020 to Mar 2021
- Bank of AmericaDec 2018 to Nov 2020
- Toll BrothersJan 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4067134
- Firm CRD
- 30833