Adam Donlevie, financial advisor Santa Barbara CA
93 score

Adam Donlevie

CRD Number: 5369320
Current Firm: Centaurus Financial, Inc.

Adam Donlevie (CRD# 5369320) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA Jun 2007 - Current 9
Olive Hill Farm Santa Ynez, CA Jun 2005 - Current 11
Gainey Vineyard Santa Ynez, CA Jun 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Adam J. Donlevie
Phone Number: 714-456-1790
Registered State(s):
  • AZ
  • NH
  • CA
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VI, 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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