AA
AA

Andrew Acosta

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

231 Coram Avenue, Shelton, CT, 06484

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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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Other Business Activities

Andrew operates CT Institute of Finance for branding and tax preparation purposes since 2021. He also does tax preparation through Sound Coaching Inc. since January 2023.

Employment History
Current Registrations
Centaurus Financial, INC.
January 2023 - Present · 3 yrs 1 mo
Centaurus Financial, INC.Broker
February 2022 - Present · 4 yrs
State Registrations6 states
CACTGAMTNVNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.