Osvaldo Cisneros
Investment adviser representative at Centaurus Financial, Inc.
7 yearsExperience
3 statesRegistered in
$9.7BFirm assets
27 yearsFirm in business
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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
7 years in the industry.
- Centaurus Financial, Inc.Jun 2020 to now
- Pruco Securities LLCMar 2021 to Sep 2021
- University of California, IrvineSep 2018 to Jun 2021
- Toucan EnterprisesJul 2018 to Aug 2018
- Morgan Lewis & Bockius LLPJun 2017 to Aug 2017
- Segerstrom High SchoolAug 2014 to Jun 2018
- Ocg Auto DetailJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
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
- 7266993
- Firm CRD
- 30833