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Amanda Anastasia Tortorelli

Mariner

Golden, CO

Overland Park, KS

CRD 5941570

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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:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-18
KS RA APPROVED 2025-12-18
  • CO RA
    APPROVED
    Since 2025-12-18
  • KS RA
    APPROVED
    Since 2025-12-18

Branch Locations

Golden, CO • United States

5700 W 112Th St Suite 200, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Holdings Denver CO 12/2015 01/2017
E*Trade Fka Trust Company Of America Centennial CO 01/2017 12/2019
Howard Capital Management Denver CO 01/2021 06/2022
Mariner Overland Park KS 12/2025 Present
Edelman Financial Engines Denver CA 12/2019 01/2021
Inspira Financial Services Oak Brook IL 08/2022 12/2025
  • 12/2015 → 01/2017
    National Planning Holdings
    Denver, CO
  • 01/2017 → 12/2019
    E*Trade Fka Trust Company Of America
    Centennial, CO
  • 01/2021 → 06/2022
    Howard Capital Management
    Denver, CO
  • 12/2025 → Present
    Mariner
    Overland Park, KS
  • 12/2019 → 01/2021
    Edelman Financial Engines
    Denver, CA
  • 08/2022 → 12/2025
    Inspira Financial Services
    Oak Brook, IL
Previous Registrations
  • 2016-04-05 → 2017-01-12
    National Planning Corporation
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
S63 Uniform Securities Agent State Law Examination 2011-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12
  • S63 Uniform Securities Agent State Law Examination
    2011-08-25
Other Names
  • Amanda Anastasia Potestato
  • Amanda Potestato

View on SEC IAPD

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