Marco Anastasi
Investment adviser representative at Centrus Financial Strategies
11 yearsExperience
1 stateRegistered in
$125.1MFirm assets
Under 1 yearFirm 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
Experience
11 years in the industry.
- Centrus Financial StrategiesDec 2025 to now
- UnemployedOct 2023 to Dec 2025
- Osaic Wealth, Inc.Sep 2023 to Oct 2023
- Sagepoint Financial, Inc.Jul 2023 to Sep 2023
- UnemployedMay 2023 to Jul 2023
- University of TampaAug 2022 to May 2023
- Short Par 4May 2022 to Aug 2022
- University of TampaAug 2019 to May 2022
- South Windsor High SchoolAug 2015 to Jun 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 1 state (FL).
Centrus Financial Strategies
Legal name: Wilson Group Financial Management, LLC
$125.1MAssets managed
190Clients
3Advisers
Under 1 yearIn 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
- 7776635
- Firm CRD
- 339651