Joseph GruttaCRD Number: 1098732
Current Firm: Centaurus Financial, Inc.
Joseph Grutta (CRD# 1098732) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 22 years of experience in the finance industry. Joseph Grutta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Centaurus Finanical, Inc.||Orange, CA||Nov 2006 - Current||11|
|J.a.g. Consulting Company||Indian Harbour Beach, FL||Jun 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,203MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$224,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV