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Garrett Michael Bishop

CENTAURI ADVISORY GROUP
ZELIENOPLE, PA
·CRD# 7298413·6 years experience

Professional Summary

Garrett Michael Bishop, who also goes by Garrett Michael Bishop, is a registered financial advisor currently at CENTAURI ADVISORY GROUP, INC. located in Zelienople, Pennsylvania. Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Garrett has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Garrett Michael Bishop

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

CENTAURI ADVISORY GROUP, INC.·CRD# 158999
RIA
310 South Main St., Zelienople, PA 16063
May 23, 2021 - Present
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Canonsburg, PA
March 3, 2021 - April 26, 2021
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Canonsburg, PA
December 11, 2020 - April 26, 2021

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Current Firm

CA
CENTAURI ADVISORY GROUP, INC.

CENTAURI ADVISORY GROUP, INC.

CRD#: 158999
Ohio
Registered Investment Advisory firm - Ohio (1/20/2012 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (1/3/2012 Approved)
Texas
Registered Investment Advisory firm - Texas (11/26/2012 Approved)

Contact Information

Main Address

310 South Main St., Zelienople, PA 16063

Phone Number

(724) 716-1234

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

566

AUM (Assets Under Management)

$75,700,000

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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.

Garrett is licensed to sell insurance products: life, health, annuities putting about 30 hours a year in Zelienople. Garrett is an active P&C agent for Jack L Bonus Agency as of 8/2021 putting about 15 hours a month in Zelienople. Garrett is currently COO with Checkmate Rentals as of 7/2022 putting about 90 hours a month in Fombell

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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.
IAR
Ohio
(6/1/2021)
IAR
Pennsylvania
(5/23/2021)
IAR
Texas
(5/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Garrett Michael Bishop's CRS (Customer Relationship Summary).

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