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Advisors / California / Anaheim
4yrs

Dylan Linsky

Financial advisor at Centaurus Financial

Dylan Linsky is a fiduciary financial advisor in Anaheim, California, with 4 years in the industry. Dylan joined Centaurus Financial in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Centaurus Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 244 advisors with offices in Anaheim, and one of 215 fiduciaries.

Anaheim, CA 92806Fiduciary advisor
Call the officeDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,989
Advisors at the firm429
States licensed ?1 state

Services through Centaurus Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now

Questions to ask Dylan

Tailored to Dylan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Dylan

How do I contact Dylan?

Call Centaurus Financial at (714) 456-1790 and ask for Dylan Linsky. Dylan works from the Anaheim, CA office.

How long has Dylan been a financial advisor?

Dylan has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Dylan hold?

Series 66. Tap any license on this page to see what it allows.

Is Dylan a fiduciary?

Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dylan paid?

Centaurus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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