A complete list of active advisors currently associated with Century Business & Financial Services
Warmer can help you find a great advisor at Century Business & Financial Services or one who fits your needs even better.
The firm provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates and business entities, offering services that include portfolio management, stock option and retirement benefit analysis, 401(k) reviews, and topic-specific financial planning. It serves a modest client base through a small advisory team and offers both ongoing asset management and shorter-term consulting engagements that cover discrete topics rather than always producing comprehensive plans. Investment decisions are made on a discretionary basis and are tailored to each client’s goals, time horizon and risk tolerance; the firm uses a Riskalyze-based risk analysis (Nitrogen) and reviews clients’ tax returns to inform asset allocation and portfolio construction. Methods of analysis include fundamental, technical, charting and cyclical approaches, and accounts are monitored regularly with at least quarterly reviews and the option for clients to impose written investment restrictions. Noteworthy deviations from many peers include a disclosed regulatory consent order in 2024 related to transacting advisory business while not properly registered, which the firm resolved by paying an administrative assessment. The firm’s principal also operates affiliated insurance and tax/accounting businesses and receives commissions and tax-preparation compensation from those activities; these outside business activities and the resulting conflicts are disclosed in the brochure and addressed through written procedures and client choice.
To learn more about the advisors currently working at Century Business & Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Longboat Key, FL
| —
| |
Longboat Key, FL
| 33
|
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