Amanda Cuccinello, financial advisor New York NY

Amanda Cuccinello

CRD Number: 7472687
Current Firm: Mariner Wealth

Amanda Cuccinello (CRD# 7472687) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 2 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Mariner Wealth Advisors New York, NY Nov 2021 - Current 2
Ernst & Young Philadelphia, PA Aug 2016 - Nov 2021 5
Unemployed Sewell, NJ May 2016 - Aug 2016 < 1
Student Sewell, NJ Nov 2011 - May 2016 4
Ernst & Young Philadelphia Philadelphia, PA Jun 2015 - Aug 2015 < 1
Csols Inc. Newark, DE Jun 2014 - Aug 2014 < 1
Martin Honda Newark, DE Jun 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Amanda M. Cuccinello
Phone Number: 913-904-5700
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    81,107
    MILLIONS
  • Total Number of Accounts
    132,567
    ACCOUNTS
  • Average Account Value
    $611,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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