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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
| NY | RA | APPROVED | 2026-08-13 |
Branch Locations
Jersey City, NJ • United States
590 Madison Ave 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 03/2016 | 10/2021 |
| Jpmorgan Chase Bank | New York | NY | 03/2016 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 11/2021 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2022 | 08/2024 |
| Janney Montgomery Scott Llc | New York | NY | 08/2024 | 01/2026 |
| Concurrent Investment Advisors, Llc | Plainview | NY | 01/2026 | 08/2026 |
| Louis C Ciliberti & Associates | Plainview | NY | 01/2026 | 08/2026 |
| Mariner | Overland Park | KS | 08/2026 | Present |
Non-variable Insurance - Providing different insurance services to clients. Saccos Securities LLC; Not investment related; 980 Old Country Road, Plainview NY 11803; LLC; Owner;01/16/2026; 5-10 hrs/mo; 0-5 trading hrs/mo; Owner of LLC where production is paid and general business administration is conducted Louis C Ciliberti & Associates; Investment related; 980 Old Country Road, Plainview NY 11803; Support Company/DBA; Non Owner; Financial Advisor; 01/16/2026; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services are conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-01 |
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