ML
Marc G. Linsky
CENTAURUS FINANCIAL
Palm Beach Gardens, FL 33418
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CRD#: 1450006
ML
Professional summary
Marc G Linsky, CFP®, who also goes by Marc Gregg Linsky, Marc Linsky, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Palm Beach Gardens, Florida.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Marc has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marc Gregg Linsky | Marc Linsky
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PRESIDENT, E STREET FINANCIAL, 102-H CENTRE BLVD., MARLTON, NJ 08053. NON INVESTMENT RELATED. DBA FOR BRANDING PURPOSES ONLY. 2. AGENT, LINSKY FINANCIAL GROUP, LLC. 102-H CENTRE BLVD. NJ, 08053. INVESTMENT RELATED AND I SPEND APPRX. 16 HOURS PER MONTH THIS ACTIVITY. PREPARING PRESENTATIONS TO CLIENTS ABOUT IUL'S, WHOLE LIFE AND LTC. 3. L3 FAMILY WEALTH PARTNERS POSITION: managing partner NATURE: Disclosing for branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 1655 palm beach lakes blvd, unit 402, west palm beach FL 33401, United States DESCRIPTION: Disclosing for branding purposes only
CRS (Client Relationship Summary) - RIA
Click below to view Marc G Linsky's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Marc G Linsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
March 25, 2022 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 7108 Fairway Drive Suite #120, Palm Beach Gardens, FL 33418Office #2: 111 3rd Avenue S Unit 365, Minneapolis, MN 55401RIA
BD
CRD#: 30833
Palm Beach Gardens, FL
Current
March 25, 2022 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 7108 Fairway Drive Suite #120, Palm Beach Gardens, FL 33418Office #2: 111 3rd Avenue S Unit 365, Minneapolis, MN 55401RIA
BD
CRD#: 30833
Palm Beach Gardens, FL
Past
July 27, 2018 - April 18, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
MARLTON, NJ
Past
July 25, 2018 - April 18, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MARLTON, NJ
Past
July 7, 2015 - August 6, 2018
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
MARLTON, NJ
Past
July 6, 2015 - August 6, 2018
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Marlton, NJ
Past
October 23, 2014 - July 6, 2015
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
MARLTON, NJ
Past
October 21, 2014 - July 6, 2015
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
Marlton, NJ
Past
January 11, 2008 - November 6, 2014
OSAIC FS, INC.
RIA
CRD#: 3870
MARLTON, NJ
Past
January 11, 2008 - November 6, 2014
OSAIC FS, INC.
BD
CRD#: 3870
MARLTON, NJ
Past
December 18, 2003 - January 14, 2008
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
CHERRY HILL, NJ
Past
October 30, 2003 - January 14, 2008
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CHERRY HILL, NJ
Past
June 6, 2002 - October 31, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
MOUNT LAUREL, NJ
Past
September 8, 1999 - October 31, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
April 11, 1997 - September 16, 1999
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
July 31, 1992 - April 28, 1997
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
March 27, 1989 - August 26, 1992
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
December 22, 1987 - April 6, 1989
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Past
January 21, 1986 - January 15, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/12/2022)
RR
California(3/25/2022)
RR
Connecticut(3/25/2022)
IAR
Connecticut(6/25/2025)
RR
Delaware(3/25/2022)
IAR
Delaware(4/19/2022)
RR
Florida(4/6/2022)
IAR
Florida(4/6/2022)
RR
Georgia(3/25/2022)
IAR
Georgia(4/13/2022)
RR
Illinois(8/25/2025)
IAR
Illinois(8/25/2025)
RR
Indiana(4/17/2023)
IAR
Indiana(4/26/2023)
RR
Maryland(3/25/2022)
IAR
Maryland(12/5/2023)
RR
Michigan(2/2/2024)
IAR
Michigan(2/2/2024)
RR
Minnesota(4/19/2022)
IAR
Minnesota(3/19/2024)
RR
Nevada(3/29/2022)
IAR
Nevada(4/28/2022)
RR
New Jersey(3/25/2022)
IAR
New Jersey(3/25/2022)
RR
New York(3/25/2022)
IAR
New York(4/12/2022)
IAR
North Carolina(4/18/2022)
RR
North Carolina(4/22/2022)
RR
Ohio(3/25/2022)
RR
Pennsylvania(4/12/2022)
IAR
Pennsylvania(4/13/2022)
RR
South Carolina(3/25/2022)
RR
Texas(3/26/2022)
RR
Virginia(4/8/2022)
IAR
Virginia(4/13/2022)
IAR
Wisconsin(7/29/2024)
RR
Wisconsin(7/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/9/1994
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2300 E. Katella Avenue Suite 200, Anaheim, CA 92806
Mailing Address
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
Phone number
(714) 456-1790
Established
California since 08/27/1992
Firm type
Corporation
Fiscal year end
April
Firm Size
Large
# of Employees
580
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FEDERATION OF FINANCIAL SERVICES | OWNER | |
| KREMER, STEPHEN MARK | OWNER | 1188829 |
| RUBINO, MICHAEL PETER | OWNER | 1188940 |
| DUHOVIC, JEROME VICTOR | DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER | 2123754 |
| DUHOVIC, JEROME VICTOR | CHIEF COMPLIANCE OFFICER | 2123754 |
| KING, JAMES RONALD SR | DIRECTOR/CHAIRMAN OF THE BOARD/CEO | 269927 |
| KING, PAUL J | DIRECTOR/GENERAL COUNSEL | 5017845 |
| KING, WESTLEY HAYES | DIRECTOR/PRESIDENT | 2527676 |
| LEJMAN, SHERI J | CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER |
Regulatory assets under management
| Total Number of Accounts | 38,049 |
| AUM (Assets Under Management) | $ 7,336,108,151 |
Disclosures
| Regulatory Event | 18 |
| Arbitration | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
