Adam Brett Simon

Centaurus Financial, INC.

26 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Centaurus Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

429 advisors

Number of Clients

34,052 clients

Average Client Portfolio

$184K average

Assets Under Management

$6.3B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

7840 Roswell Road, Suite #415, Sandy Springs, GA, 30350

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Pacific Point Securities, LLCBroker

August 2025 - Present · 6 mos

Centaurus Financial, INC.

February 2016 - Present · 10 yrs

Centaurus Financial, INC.Broker

February 2016 - Present · 10 yrs

Previous Registrations

J P Turner & Company Capital Management, LLC

May 2007 - December 2015 · 8 yrs 7 mos

J.P. Turner & Company, L.L.C.Broker

February 2005 - December 2015 · 10 yrs 10 mos

Lh Ross & Company, INC.Broker

July 2000 - January 2005 · 4 yrs 6 mos

Biltmore Securities, INC.Broker

February 1998 - August 1998 · 6 mos

Dean Witter Reynolds INC.Broker

January 1998 - February 1998 · 1 mo

Biltmore Securities, INCBroker

December 1996 - January 1998 · 1 yr 1 mo

State Registrations2 states

CAGA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.