Robert D. Falk
Professional summary
Robert Douglas Falk, CFP®, who also goes by R. Douglas Falk, is a registered financial advisor currently at CENTAURI ADVISORY GROUP, INC. located in Zelienople, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Douglas Falk's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
January 4, 2012 - Present
CENTAURI ADVISORY GROUP, INC.
Office #1: 310 South Main St., Zelienople, PA 16063January 11, 2007 - December 20, 2011
TRUSTMONT ADVISORY GROUP, INC.
December 8, 2006 - December 20, 2011
TRUSTMONT FINANCIAL GROUP, INC.
February 12, 1992 - December 8, 2006
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.
April 21, 1989 - February 7, 1992
PRINCIPAL SECURITIES, INC.
November 28, 1984 - June 8, 1988
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2012)
Exams
Current Firm
CENTAURI ADVISORY GROUP, INC.
CRD#: 158999 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 830 |
| AUM (Assets Under Management) | $ 71,900,000 |
Red Flags
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