AC
CFP
AC
CFP

Alfred Cantilina

6 Years of Experience
New York, NY
1 Disclosure

Alfred Cantilina is a CFP-designated registered investment advisor at Mariner Independent, based in New York, NY, with 6 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
4,307 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

45 Rockefeller Plaza, Suite 2000, New York, NY, 10111

Get directions

History

Regulatory History (1)
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Criminal
July 2008
Final Disposition
Other Business Activities

Alfred owns Catalina Vending, LLC, a business involving stock vending machines. This activity is not investment-related.

Employment History
Current Registrations
Mariner Independent
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
August 2022 - December 2022 · 4 mos
Surepath Wealth Management
May 2018 - February 2019 · 9 mos
The Ayco Company,l.p.
October 2015 - June 2017 · 1 yr 8 mos
Mercer Allied Company, L.P.Broker
October 2015 - June 2017 · 1 yr 8 mos
State Registrations2 states
NJNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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