Michael
Napoli
Mariner Independent Advisor Network, LLC
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About this Advisor
Michael Napoli is a financial advisor who works in Santa Clara, California with a total of 5 years of industry experience. Napoli currently works for Mariner Independent Advisor Network, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Stratos Wealth Partners, Strategic Wealth Advisor Group, LLC and Lpl Financial, LLC. Napoli maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Mariner Independent Advisor Network, LLC is a registered investment business operating out of Leawood, KS. The company has offices in 94 locations and a total of 237 employees. It administers $6 billion in assets between its 24,608 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 73 charitable organizations. Of its 24,608 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Mariner Independent Advisor Network, LLC provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types billed by Mariner Independent Advisor Network, LLC may include some combination 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
Michael Napoli Work History
Michael has been registered as a financial advisor for 5 years.*
Strategic Wealth Advisor Group, LLC
Lpl Financial, LLC
Stratos Wealth Partners
Wells Fargo Advisors LLC
*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 Michael Napoli 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
Grass Valley, CA
San Jose, CA
Windsor, CA
Danville, CA
Danville, 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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