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).

By the Numbers
  • Total Assets Under Management
    794
    MILLION
  • Total Number of Accounts
    3,186
    ACCOUNTS
  • Average Account Value
    $249,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KS, MA, NH, NJ, NY, PA, SC, TX, VA, VT

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Theodore J. Cardasis
CRD#: 5374649
3101 N. Federal Hwy, Suite 502, Fort Lauderdale, FL 33306
90
Wealthminder
score

Theodore Cardasis (CRD# 5374649) is an Investment Advisor Representative working at Mariner Wealth Advisors in Fort Lauderdale, FL and has over 4 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.

2
Amanda J. Salemi
CRD#: 5763607
229 East Main Street, Manasquan, NJ 08736
87
Wealthminder
score

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.

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