Joseph Centofonti, financial advisor Saint Petersburg FL
93 score

Joseph Centofonti

CRD Number: 5500846
Current Firm: Eagle Asset Management Inc.

Joseph Centofonti (CRD# 5500846) is an Investment Advisor Representative working at Eagle Asset Management Inc. in Saint Petersburg, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Carillon Tower Advisers, Inc. St. Petersburg, FL Jun 2016 - Current < 1
Eagle Asset Management St Petersburg, FL Dec 2013 - Current 3
Eagle Fund Distributors St. Petersburg, FL Nov 2013 - Current 3
Raymond James Financial Services, Inc. St Petersburg, FL Jul 2010 - Nov 2013 3
James Mazza & Assoc. Rochester, NY Oct 2008 - May 2010 1
Ameriprise Financial Services Inc. Tampa, FL May 2008 - Sep 2008 < 1
Welch Financial, Inc. Tampa, FL Jan 2008 - May 2008 < 1
The University Of Tampa Tampa, FL Aug 2005 - May 2008 2
Ameriprise Financial Services, Inc. Tampa, FL Jul 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Joseph W. Centofonti
Phone Number: 727-573-2453
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    24,058
    MILLIONS
  • Total Number of Accounts
    27,631
    ACCOUNTS
  • Average Account Value
    $870,679
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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