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Metro Malasavage

Mariner

Rancho Sant Margarita, CA

Newport Beach, CA

CRD 6816503

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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:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-19
  • CA RA
    APPROVED
    Since 2025-05-19

Branch Locations

Rancho Sant Margarita, CA • United States

660 Newport Center Dr. Suite 220, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors, Llc Newport Beach CA 01/2020 04/2023
Financial Management Network Mission Viejo CA 06/2017 08/2019
University Of Arizona Tuscon AZ 09/2015 05/2019
Unemployed Rancho Santa Margarita CA 08/2019 01/2020
Mass Mutual Arizona Tuscon AZ 01/2019 05/2019
Beacon Pointe Advisors, Llc Newport Beach CA 04/2023 05/2025
Mariner Overland Park KS 05/2025 Present
  • 01/2020 → 04/2023
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 06/2017 → 08/2019
    Financial Management Network
    Mission Viejo, CA
  • 09/2015 → 05/2019
    University Of Arizona
    Tuscon, AZ
  • 08/2019 → 01/2020
    Unemployed
    Rancho Santa Margarita, CA
  • 01/2019 → 05/2019
    Mass Mutual Arizona
    Tuscon, AZ
  • 04/2023 → 05/2025
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 05/2025 → Present
    Mariner
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26
Designations
  • Certified Financial Planner
Other Names
  • Metro Malasavage

View on SEC IAPD

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