Renrick Rhys Pesce

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

• 04/2017 → 03/2019
  John Hancock Funds
  Boston, MA
• 12/2015 → 04/2017
  John Hancock Retirement Plan Services
  Boston, MA
• 04/2017 → 02/2019
  John Hancock Funds, Llc
  Boston, MA
• 11/2018 → 02/2019
  John Hancock Advisers, Llc
  Boston, MA
• 03/2019 → 07/2019
  Edward Jones
  St.LOuis, MO
• 08/2019 → 09/2019
  Axa Advisors, Llc
  New York, NY
• 07/2019 → 01/2020
  Uber
  Stratham, NH
• 07/2019 → 01/2020
  Lyft
  Stratham, NH
• 01/2020 → 10/2020
  Fidelity Brokerage Services, Llc
  Merrimack, NH
• 10/2020 → 09/2024
  Rbc Capital Markets, Llc
  Concord, NH
• 12/2020 → 09/2024
  City National Bank
  Concord, NH
• 10/2024 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2020-10-05 → 2024-09-25
  Rbc Capital Markets, Llc
  Concord, NH
  Stratham, NH
• 2020-02-12 → 2020-10-05
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2019-03-19 → 2019-07-10
  Edward Jones
  Stratham, NH
  Malden, MA
  St Louis, MO
  Stratham, NH
  Somersworth, NH
• 2018-11-08 → 2019-03-13
  John Hancock Investment Management Llc
  Boston, MA
• 2017-09-11 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
  Boston, MA
• 2016-12-21 → 2017-06-30
  John Hancock Personal Financial Services, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-21
• S63 Uniform Securities Agent State Law Examination
  2015-06-27

Designations

• Certified Financial Planner

Other Names

• Renrick Rhys Pesce
• Renrick R Pesce
• Renrick Pesce
• Ren Pesce