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Tyler D. Falk
CENTAURI ADVISORY GROUP
Zelienople, PA 16063
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CRD#: 6688812
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Professional summary
Tyler Douglas Falk is a registered financial advisor currently at CENTAURI ADVISORY GROUP, INC. located in Zelienople, Pennsylvania.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tyler has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PA Tax preparer PTIN [REDACTED], started 2/2018 about 300 hours a year, most all being during tax season, non-Investment related in Zelienople
Insurance Agent, life, annuities, health, 8/2017 about 2 hours a month, non-investment related in Zelienople
Jack L Bonus Agency in Zelienople as PC and life insurance Agent started 8/2017 about 20 hours a month non-Investment related
Treasure for the Vogel for Senate campaign for Elder Vogel Jr's campaign as a State Senator for the 47th district of PA, started 11/2019 about 15 hours a month, non-investment related in Zelienople.
JV Baseball and Basketball coach for Riverside High School started 2/2018 about 30hrs a month
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Douglas Falk'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®
NoneExperience
Current
August 24, 2016 - Present
CENTAURI ADVISORY GROUP, INC.
Office #1: 310 South Main St., Zelienople, PA 16063RIA
CRD#: 158999
Zelienople, PA
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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/24/2016)
Current Firm
CA
CENTAURI ADVISORY GROUP, INC.
CENTAURI ADVISORY GROUP, INC.
CRD#: 158999 / SEC#:
Ohio
Registered Investment Advisory firm - (1/20/2012 Approved)Pennsylvania
Registered Investment Advisory firm - (1/3/2012 Approved)Texas
Registered Investment Advisory firm - (11/26/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
310 South Main St., Zelienople, PA 16063
Mailing Address
Phone number
(724) 716-1234
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 830 |
| AUM (Assets Under Management) | $ 71,900,000 |
Red Flags
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