Steven M Peterson

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

• 07/2020 → 05/2025
  Adero Partners, Llc
  Pleasanton, CA
• 02/2020 → 07/2020
  Ubs
  San Francisco, CA
• 01/2019 → 02/2020
  Cynthia Nowicki Moore, Cfp
  Marin, CA
• 03/2016 → 12/2018
  Percival Brewing Company
  Norwood, MA
• 05/2025 → 03/2026
  Focus Partners Wealth, Llc
  Pleasanton, MA
• 03/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2025-05-02 → 2026-02-27
  Focus Partners Wealth, Llc
  Walnut Creek, CA
• 2022-09-20 → 2025-06-27
  Adero Partners, Llc
  Walnut Creek, CA
  Walnut Creek, CA
  Napa, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-19

Designations

• Certified Financial Planner

Other Names

• Steve Peterson