Advisor at Centaurus Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Middletown, DE 19709
Credentials
Series 63, Series 65
Industry experience
28 years
Matthew Riley is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial and Affinity Wealth Management since 2007. Outside of his advisory role, he serves as a board member for the Middletown YMCA. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, small businesses, corporations, retirement plans, foundations, trusts, and estates. The firm offers a range of services including financial planning, asset allocation, investment management, and access to third-party money managers.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
651 N. Broad Street, Suite #205
Middletown, DE 19709
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Centaurus Financial, Inc.
2007 - Present (19 years)
Affinity Wealth Management
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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