Christine
Canapari

Mariner Platform Solutions

CRD#4299313
Investment Advisor
in East Greenwich, RI

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About this Advisor

Christine Canapari is a chartered financial consultant based out of East Greenwich, Rhode Island who has 1 year of industry experience. Canapari is an employee of Mariner Platform Solutions. Their career trajectory has included roles at Strategic Point Investment Advisors, LLC, Adviceperiod, LLC and Mariner Platform Solutions. Canapari has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Rhode Island. Mariner Platform Solutions is a financial advisory business based in Leawood, KS. The company has offices in 33 locations and a total of 75 financial advisors. It manages $3 billion in assets between its 6,916 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 6,916 client accounts, 37% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually vary depending on the services offered. Fee types billed by Mariner Platform Solutions likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Consultant

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

650 Main Street
East Greenwich, RI 02818

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Mariner Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

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

75

RI Average: 44
Total Number of Accounts

6,916

RI Average: 4,091
Average Account Size

$442,159

RI 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

Christine Canapari Work History

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

2022 - Present (2 years)

Mariner Platform Solutions

2019 - 2022 (3 years)

Adviceperiod, LLC

2003 - 2019 (16 years)

Strategic Point Investment 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 Christine Canapari 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
Chadwick Canine
Wimberley, TX
Branch Lawson
Athens, GA
Alfred Cantilina
New York, NY
Kristen Caseley
Brookline, MA
Madison Trout
Warrenton, VA
Brandon Berman
Agoura Hills, CA
Kimberly Clouse
Brookline, MA

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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