Michelle Vanessa Grillone

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

• 11/2001 → 07/2019
  Physicians Investment Advisors
  Coral Gables, FL
• 11/2001 → 07/2019
  Singer Xenos Securities Corp
  Coral Gables, FL
• 07/2019 → Present
  Msec, Llc
  Coral Gables, FL
• 06/2019 → Present
  Mariner Wealth Advisors
  Coral Gables, FL

Other Businesses

MARINER WEALTH ADVISORS, 800 SOUTH DOUGLAS ROAD, SUITE 900, CORAL GABLES, FL 33134; INVESTMENT RELATED; BUSINESS OPERATIONS MANAGER; START DATE 06/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. MSEC, LLC, 800 SOUTH DOUGLAS ROAD, SUITE 900, CORAL GABLES, FL 33134; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE 07/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. KADAMPA MEDITATION CENTER MIAMI, 1273 CORAY WAY, MIAMI, FL 33173; NOT INVESTMENT RELATED; ADMINISTRATIVE DIRECTOR; START DATE 06/2014; 40 HRS/MONTH AND 0 DURING SECURITIES TRADING HOURS. 305 Pink Pack; Not investment related, Coral Gables, FL, Board Member & Treasurer, Start date: 1/1/2024; 4 hours per month, 0 hours during trading hours, attend meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-03