Anthony
Ferraiolo

Mariner Platform Solutions

CRD#7289134
Investment Advisor
in New York, NY

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About this Advisor

Anthony Ferraiolo is a certified financial planner operating out of New York, New York with 1 year of industry experience. Ferraiolo works at Mariner Platform Solutions. Their career trajectory has included roles at Altfest Personal Wealth Management, Adviceperiod, LLC, Weinberger Asset Management / Marriage Financial Solutions, Pollack Financial Group, C&G Consulting Services, Telebrands Corp, Gencarelli'S Wayne, Mariner Wealth Advisors and Mariner Platform Solutions. Ferraiolo is approved to operate in California, New Jersey and New York. Mariner Platform Solutions is a registered investment firm that has its headquarters in Leawood, KS. It has offices in 33 locations and a total of 75 financial advisors. It oversees $3 billion in assets among its 6,916 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 6,916 client accounts, 37% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically vary depending on the type of services. However, fees billed by Mariner Platform Solutions can include asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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 Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

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

75

NY Average: 44
Total Number of Accounts

6,916

NY Average: 4,091
Average Account Size

$442,159

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

Anthony Ferraiolo Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Wealth Advisors

2022 - Present (2 years)

Mariner Platform Solutions

2020 - 2022 (2 years)

Adviceperiod, LLC

2018 - 2020 (2 years)

Altfest Personal Wealth Management

2017 - 2018 (1 year)

Weinberger Asset Management / Marriage Financial Solutions

2016 - 2017 (1 year)

Pollack Financial Group

2015 - 2017 (2 years)

C&G Consulting Services

2014 - 2015 (1 year)

Telebrands Corp

2009 - 2014 (5 years)

Gencarelli'S Wayne

*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 Anthony Ferraiolo 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 Platform Solutions

Megan Logee
East Greenwich, RI
Branch Lawson
Athens, GA
Chadwick Canine
Wimberley, TX
Rehan Chaudhry
Valley Village, CA
Elizabeth Schneider
Stevens Point, WI
Erin Zylka
Leawood, KS
Kimberly Clouse
Brookline, MA
Chase Mauro
Bellingham, WA

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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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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