Best Investors Account Sign in
Inactive

Marco Anastasi

Centrus Financial Strategies

Orlando, FL

Sarasota, FL

Claim This Profile
Current Employers
Centrus Financial Strategies

121 S. Orange Ave North Tower Suite 1500, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-05

Branch Locations

121 S. Orange Ave North Tower Suite 1500, Orlando, FL 32801 • United States

Sarasota, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Tampa Tampa FL 08/2022 05/2023
Short Par 4 Bradenton FL 05/2022 08/2022
University Of Tampa Tampa FL 08/2019 05/2022
South Windsor High School South Windsor CT 08/2015 06/2019
Unemployed Bradenton FL 05/2023 07/2023
Sagepoint Financial, Inc. Sarasota FL 07/2023 09/2023
Osaic Wealth, Inc. Sarasota FL 09/2023 10/2023
Centrus Financial Strategies Orlando FL 12/2025 Present
Unemployed Orlando FL 10/2023 12/2025
  • 08/2022 → 05/2023
    University Of Tampa
    Tampa, FL
  • 05/2022 → 08/2022
    Short Par 4
    Bradenton, FL
  • 08/2019 → 05/2022
    University Of Tampa
    Tampa, FL
  • 08/2015 → 06/2019
    South Windsor High School
    South Windsor, CT
  • 05/2023 → 07/2023
    Unemployed
    Bradenton, FL
  • 07/2023 → 09/2023
    Sagepoint Financial, Inc.
    Sarasota, FL
  • 09/2023 → 10/2023
    Osaic Wealth, Inc.
    Sarasota, FL
  • 12/2025 → Present
    Centrus Financial Strategies
    Orlando, FL
  • 10/2023 → 12/2025
    Unemployed
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-20
S63 Uniform Securities Agent State Law Examination 2023-07-27
  • S65 Uniform Investment Adviser Law Examination
    2025-09-20
  • S63 Uniform Securities Agent State Law Examination
    2023-07-27

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor