Philip
Quitoriano
Mariner Wealth
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About this Advisor
Philip Quitoriano is a financial advisor based in Walnut Creek, California, working with Mariner Wealth. Philip has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Polaris Greystone Financial Group, LLC, Destination Wealth Management, Creative Planning, LLC, and Mariner Wealth Advisors. Philip has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Philip is part of Mariner Wealth, which operates out of Walnut Creek, California. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Philip Quitoriano Work History
Mariner Wealth Advisors
Creative Planning, LLC
Destination Wealth Management
Polaris Greystone Financial Group, LLC
Wells Fargo Bank Na
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Philip Quitoriano 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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