Mariner Wealth Advisors
Mariner Wealth Advisors (CRD# 171018) is a financial advisory firm headquartered in Manasquan, NJ. They manage $794,342,400 in 3,186 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management794MILLION
Total Number of Accounts3,186ACCOUNTS
Average Account Value$249,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, KS, MA, NH, NJ, NY, PA, SC, TX, VA, VT
Theodore Cardasis (CRD# 5374649) is an Investment Advisor Representative working at Mariner Wealth Advisors in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Theodore Cardasis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amanda Salemi (CRD# 5763607) is an Investment Advisor Representative working at Mariner Wealth Advisors in Manasquan, NJ and has 1 year of experience in the finance industry.