Unclaimed Profile

Mark Steven Dossa

CENTARA CAPITAL MANAGEMENT GROUP, INC.·SAN DIEGO, California

Series 6, Series 7, Series 24, Series 27, Series 63, Series 65CFPClean record24 years registeredCENTARA CAPITAL MANAGEMENT GROUP, INC.

4747 EXECUTIVE DRIVE, SAN DIEGO, CA 92121CRD# 3079503Firm CRD# 114880

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Steven Dossa · SAN DIEGO, CA

Registration

CRD #3079503 · CENTARA CAPITAL MANAGEMENT GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

FORTITUDE WEALTH MANAGEMENT L.L.C.

Jun 2018 – present

DANIEL WEALTH ADVISORS

Mar 2018 – Jul 2018

SAN DIEGO, CA

DANIEL WEALTH ADVISORS

Jan 2015 – Dec 2017

San Ramon, CA

DANIEL WEALTH ADVISORS

Dec 2013 – Dec 2014

SAN DIEGO, CA

CENTARA CAPITAL MANAGEMENT GROUP, INC.

Jul 2002 – Dec 2013

LAFAYETTE, CA

FINANCIAL WEST INVESTMENT GROUP, INC.

Jul 2002 – Dec 2002

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · July 2, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTARA CAPITAL MANAGEMENT GROUP, INC.

CRD 114880 · SEC 801-63752

AUM

$8M

Regulatory assets under management

Employees

8 client accounts

Services offered by CENTARA CAPITAL MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CENTARA CAPITAL MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Steven Dossa offer?

Mark Steven Dossa specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Mark Steven Dossa's credentials?

Mark Steven Dossa holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Steven Dossa located?

Mark Steven Dossa is based in SAN DIEGO, California, working with CENTARA CAPITAL MANAGEMENT GROUP, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Mark Steven Dossa charge for services?

Mark Steven Dossa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTARA CAPITAL MANAGEMENT GROUP, INC.?

CENTARA CAPITAL MANAGEMENT GROUP, INC. has approximately 4 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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