Rene Steven Moran
Investment adviser representative at Centaurus Financial, Inc.
13 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
13 years in the industry.
- Centaurus Financial, Inc.Jun 2025 to now
- Downey Federal Credit UnionAug 2024 to Jun 2025
- J.P. Morgan Securities LLCMar 2023 to Jul 2024
- JPMorgan Chase Bank, N.A.May 2022 to Jul 2024
- UnemployedJan 2022 to Apr 2022
- Hambone's Bar and GrillJul 2021 to Dec 2021
- UnemployedApr 2020 to Jun 2021
- Martin Luther King DaycareDec 2019 to Mar 2020
- UnemployedSep 2019 to Nov 2019
- Tom Hicks Baseball CampJun 2019 to Aug 2019
- UnemployedMar 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, NY).
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
- 7715237
- Firm CRD
- 30833