Theodore J Cardasis

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Mariner Wealth Advisors
  West Palm Beach, FL
• 06/2016 → Present
  Msec, Llc
  West Palm Beach, FL

Previous Registrations

• 2016-06-21 → 2018-12-31
  Mariner Wealth Advisors
  Fort Lauderdale, FL
  Overland Park, KS
• 2014-03-17 → 2016-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland Park, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
• 2012-01-03 → 2014-02-25
  Pnc Wealth Management Llc
  Jupiter, FL
  Wellington, FL

Other Businesses

MARINER WEALTH ADVISORS, 229 E. MAIN ST., MANASQUAN, NJ 08736; INVESTMENT RELATED; WEALTH ADVISOR; 40 HR/WK DURING SECURITIES HOURS. MSEC, LLC, 229 E. MAIN ST., MANASQUAN, NJ 08736; INVESTMENT RELATED; REG REP; 40 HRS/WK DURING SECURITIES HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-29

Designations

• Certified Financial Planner

Other Names

• Ted Cardasis
• Teddy Cardasis
• Ted Cardasis