Marco Anastasi has been an investment adviser representative at Wilson Group Financial Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Wilson Group Financial Management, LLC is an Orlando, FL firm with $125M under management, 190 clients and 3 advisers across 2 offices, as of its August 2026 filing.
- Centrus Financial StrategiesCurrent– present · under a yearSarasota, FL · Adviser representative · Firm CRD 339651
Investment adviser representative registrations
Marco Anastasi is registered as an investment adviser representative in Florida, since May 2026.
- FloridaSince 5 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 July 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 10 July 2023 |
| SIE | Securities Industry Essentials Examination | 9 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7776635
- Firm
- Wilson Group Financial Management · CRD 339651
- Office
- Sarasota, FL
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Marco Anastasi work?
Marco Anastasi is an investment adviser representative registered through Wilson Group Financial Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Marco Anastasi a financial advisor?
Yes. Marco Anastasi has a current investment-adviser registration in Florida, through Wilson Group Financial Management since May 2026.
How many years of experience does Marco Anastasi have?
Marco Anastasi has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Marco Anastasi passed?
Marco Anastasi has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in June 2023.
Where is Marco Anastasi based?
Marco Anastasi’s registered office is in Sarasota, FL.
Is Marco Anastasi registered with FINRA?
No. Marco Anastasi has no current broker registration.
How can I verify Marco Anastasi’s record?
Search CRD 7776635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marco Anastasi’s full registration record.
