Alfred
Cantilina

Mariner Independent

CRD#6357462
Investment Advisor
in New York, NY

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About this Advisor

Alfred Cantilina is a financial advisor based in New York, New York, working with Mariner Independent. Alfred has previously held positions at The Ayco Company, L.P./Mercer Allied, Vasesource, Charles Schwab, William Paterson University, Cfs Investment Advisory Services, Mansour Partners, Own Your Life Planning LLC, Tapfin/Ey, Surepath Wealth, and Mariner Platform Solutions. Alfred has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Alfred is part of Mariner Independent, which operates out of New York, New York. 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 66, CERTIFIED FINANCIAL PLANNER™

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

45 Rockefeller Plaza Suite 2000
New York, NY 10111

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

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

102

NY Average: 44
Total Number of Accounts

8,802

NY Average: 4,091
Average Account Size

$493,709

NY 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

Alfred Cantilina Work History

2022 - Present (2 years)

Mariner Platform Solutions

2022 - 2022 (< 1 year)

Tapfin/Ey

2018 - 2019 (1 year)

Mansour Partners

2018 - 2022 (4 years)

Own Your Life Planning LLC

2018 - 2019 (1 year)

Surepath Wealth

2017 - 2017 (< 1 year)

Cfs Investment Advisory Services

2015 - 2017 (2 years)

The Ayco Company, L.P./Mercer Allied

2014 - 2014 (< 1 year)

Vasesource

2014 - 2014 (< 1 year)

Charles Schwab

2012 - 2014 (2 years)

William Paterson University

Disclosures

Please visit the SEC profile of Alfred Cantilina 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

Ian Murray
Ramsey, NJ
Rachel Vega
Los Angeles, CA
Jorge Soriano
Los Angeles, CA
Christian Hutchins
Palos Verdes Peninsula, CA
Kristen Caseley
Brookline, MA
Ross Kroll
Manhattan Beach, CA
Madison Trout
Warrenton, VA
Stephen Mazer
Annapolis, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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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