Matthew Robert Walsh

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Centaurus Financial Inc.
  Anaheim, CA
• 05/2012 → Present
  Ct Institute Of Finacne
  Bridgeport, CT

Other Businesses

1. CT Institute of Finance, non-investment related, 231 Coram Ave., Shelton, CT 06484, DBA for branding purposes. 2. CT INSTITUTE OF FINANCE POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2021 ADDRESS: 231 Coram Ave, Shelton CT 06484, United States DESCRIPTION: Tax preparer

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-05
• S63 Uniform Securities Agent State Law Examination
  2023-08-07