AdFi
MA

Marco Anastasi

Investment Adviser Representative at Centrus Financial Strategies

Sarasota, FLCRD #7776635Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marco Anastasi is an investment adviser representative with Centrus Financial Strategies in Sarasota, FL, where they have been registered since 2026. They have worked in the securities industry since 2026 and have been registered with 3 firms, including Osaic Wealth, Inc. and Sagepoint Financial, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/20/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 7/27/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/10/2023
SIE
Securities Industry Essentials Examination
Passed 6/9/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Centrus Financial StrategiesCurrent
5/5/2026 – Sarasota, FL
Osaic Wealth, Inc.
9/1/2023 – 10/12/2023Sarasota, FL
Sagepoint Financial, Inc.
7/10/2023 – 9/1/2023Sarasota, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University of Tampa
    Aug 2022 – May 2023Tampa, FL
  2. Short Par 4
    May 2022 – Aug 2022Bradenton, FL
  3. University of Tampa
    Aug 2019 – May 2022Tampa, FL
  4. South Windsor High School
    Aug 2015 – Jun 2019South Windsor, CT
  5. Unemployed
    May 2023 – Jul 2023Bradenton, FL
  6. SagePoint Financial, Inc.
    Jul 2023 – Sep 2023Sarasota, FL
  7. Osaic Wealth, Inc.
    Sep 2023 – Oct 2023Sarasota, FL
  8. Centrus Financial Strategies
    Dec 2025 – no end date reportedOrlando, FL
  9. Unemployed
    Oct 2023 – Dec 2025Orlando, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Centrus Financial Strategies

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Sarasota, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marco Anastasi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Marco Anastasi (Centrus Financial Strategies)