Curtis
Calomeni
Mariner Independent
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About this Advisor
Curtis Calomeni is a financial advisor based in Newport Beach, California, working with Mariner Independent. Curtis has previously held positions at Mariner Platform Solutions, Ocean Heights Advisors, Bny Mellon Wealth Management, Chapman University, and High School Student. Curtis has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Curtis is part of Mariner Independent, which operates out of Newport Beach, California. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Curtis Calomeni Work History
Mariner Platform Solutions
Ocean Heights Advisors
Bny Mellon Wealth Management
Bny Mellon Wealth Management
Chapman University
High School Student
Disclosures
Please visit the SEC profile of Curtis Calomeni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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