Phillipe
Paret

Mariner Independent

CRD#6419731
Investment Advisor
in Hollywood, FL

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About this Advisor

Phillipe Paret is a financial advisor based in Hollywood, Florida, working with Mariner Independent. Phillipe has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Fitness Minds, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Vim Global Advisors, LLC, Mariner Platform Solutions, and Imperio Wealth Advisors. Phillipe has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Phillipe is part of Mariner Independent, which operates out of Hollywood, Florida. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3350 Sw 148Th Ave. Ste. 110
Hollywood, FL 33027

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

FL Average: $2,243,162,756
Total Number of Employees

102

FL Average: 44
Total Number of Accounts

8,802

FL Average: 4,091
Average Account Size

$493,709

FL Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Phillipe Paret Work History

2023 - Present (2 years)

Mariner Platform Solutions

2023 - Present (2 years)

Imperio Wealth Advisors

2022 - 2023 (1 year)

Vim Global Advisors, LLC

2018 - 2022 (4 years)

Mass Mutual Life Insurance Company

2018 - 2022 (4 years)

Mml Investors Services, LLC

2015 - 2018 (3 years)

Nylife Securities LLC

2014 - 2018 (4 years)

New York Life Insurance Co

2010 - 2021 (11 years)

Fitness Minds

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Phillipe Paret 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

Madison Trout
Warrenton, VA
Rachel Vega
Los Angeles, CA
Jorge Soriano
Los Angeles, CA
Ross Kroll
Manhattan Beach, CA
Ian Murray
Ramsey, NJ
Kristen Caseley
Brookline, MA
Anthony Ferraiolo
Florham Park, NJ
Stephen Mazer
Annapolis, MD

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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