Paul Brett Cantor

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

• 09/2020 → 08/2021
  Allegiant Private Advisors, Llc
  Sarasota, FL
• 05/2014 → 09/2020
  Commonwealth Financial Network
  Waltham, MA
• 08/2021 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2020-09-22 → 2021-08-31
  Allegiant Private Advisors, Llc
  Sarasota, FL
• 2014-06-12 → 2020-09-03
  Commonwealth Financial Network
  Sarasota, FL
  Sarasota, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-01-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst