TrueAdvisor
TrueAdvisor
DS
CFP
DS
CFP

Daniel Paul Stolfa

Centura Wealth Advisory
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Centura Wealth Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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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.

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Employment History
Current Registrations
Centura Wealth Advisory
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Stiles Financial Services, INC.
November 2016 - August 2018 · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
November 2016 - August 2018 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
November 2016 - August 2018 · 1 yr 9 mos
Msi Financial Services, INC.
August 2015 - November 2016 · 1 yr 3 mos
Msi Financial Services, INC.Broker
August 2015 - November 2016 · 1 yr 3 mos
Investors Financial Group
February 2015 - September 2015 · 7 mos
LPL Financial LLCBroker
February 2015 - September 2015 · 7 mos
LPL Financial LLC
September 2013 - December 2014 · 1 yr 3 mos
LPL Financial LLCBroker
August 2013 - December 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - September 2013 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - September 2013 · 7 yrs 3 mos
Piper Jaffray & CO.
April 2005 - June 2006 · 1 yr 2 mos
Piper Jaffray & CO.Broker
October 2004 - June 2006 · 1 yr 8 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.