Peter Thadeus Palion

Employer firm

Mariner Advisor Network CRD 283824

$9.57B regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/1994 → 09/2025
  Master Plan Advisory, Inc
  New York, NY
• 03/2011 → 06/2017
  United Planners' Financial Services
  Scottsdale, AZ
• 07/2017 → 12/2024
  Rnr Securities, Llc
  East Meadow, NY
• 01/2025 → 07/2025
  Fortune Financial Services
  Monaca, PA
• 08/2025 → Present
  Lpl Financial Llc
  East Norwich, NY
• 08/2025 → Present
  Mariner Independent Advisor Network
  Overland Park, KS
• 09/2025 → Present
  Arakelian Wealth Management
  East Norwich, NY

Previous Registrations

• 2021-08-03 → 2025-09-03
  Master Plan Advisory, Inc.
  East Norwich, NY
  New York, NY
  Brooklyn, NY
  East Meadow, NY

Other Businesses

1- 08/04/2025 - Empathic Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 06/04/2025 - 160hrs/mnth 6-8 hrs during Trading 2- 09/04/2025 - Arakelian Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 06/04/2025 - 160hrs/mnth 6-8 hrs during Trading 3- 08/05/2025 - Mariner Independent Advisor Network LLC - Registered Investment Advisor Hybrid - Inv Rel - At reported business location(s) - Start date: 08/25/2025 - 160hrs/mnth 6-8 hrs during Trading..I provide investment advisory services through Mariner Independent Advisor Network, LLC, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 08/07/2025 - Arakelian Wealth Management - Registered Investment Advisor DBA - Inv Rel - At reported business location(s) - Start date: 01/22/2003 - 160hrs/mnth 6-8 hrs during Trading..I provide investment advisory services through Mariner Independent Advisor Network, LLC, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-02

Designations

• Certified Financial Planner

Other Names

• Pete Palion
• Peter T Palion
• Peter Palion