Adeline
Bellot
Mariner Independent Advisor Network, LLC
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About this Advisor
Adeline Bellot is a financial advisor who works in Palo Alto, California with a total of 6 years of industry experience. Bellot is currently employed by Mariner Independent Advisor Network, LLC. Over the course of their career, Bellot has held roles at Flagship Facilities Services, Enterprise Holdings, Inc, The University Of New Mexico, Lpl Financial, LLC and Strategic Wealth Advisors Group. Bellot maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Mariner Independent Advisor Network, LLC is an advisory company that has its headquarters in Leawood, KS. The company has offices in 94 locations and a total of 237 financial advisors. It controls $6 billion in assets among its 24,608 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 73 charities and foundations. Of its 24,608 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Mariner Independent Advisor Network, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Independent Advisor Network, LLC Brokerage Details
$6,257,201,836
237
24,608
$254,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adeline Bellot Work History
Adeline has been registered as a financial advisor for 6 years.*
Strategic Wealth Advisors Group
Lpl Financial, LLC
Lpl Financial, LLC
Flagship Facilities Services
Enterprise Holdings, Inc
Enterprise Holdings, Inc
The University Of New Mexico
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adeline Bellot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent Advisor Network, LLC
San Ramon, CA
San Jose, CA
Danville, CA
Grass Valley, CA
Windsor, CA
Roseville, CA
Corona, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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