Maria Idolina Peralta

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

• 04/2015 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 02/2015 → 10/2016
  Desert Dreamers, Llc
  Tucson, AZ
• 10/2015 → 01/2018
  Bank Of America, N.A.
  Tucson, AZ
• 01/2018 → 11/2020
  Rbc Capital Markets, Llc.
  Tucson, AZ
• 11/2020 → 07/2023
  Lpl Financial Llc
  Tucson, AZ
• 07/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2020-11-16 → 2023-07-24
  Lpl Financial Llc
  Tucson, AZ
  Port Saint Lucie, FL
  Tucson, AZ
• 2018-01-22 → 2020-11-24
  Rbc Capital Markets, Llc
  Tucson, AZ
• 2015-07-22 → 2018-01-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ

Other Businesses

Make-A-Wish of Southern Arizona; Not investment related, Chairperson, Start date: 07/11/2023, 8 hours per month, 3 hours during trading hours, Lead the Wishmaker's council, coordinate and oversee various fundraising and awareness activities.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-21

Designations

• Certified Financial Planner

Other Names

• Mari Hawke
• Marilina Cabrera
• Maria Idolina Cabrera
• Maria Idolina Hawke
• Mari Peralta