Alfred Alexander Cantilina

CFP

5 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mariner Independent

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

101 advisors

Number of Clients

3,051 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$5.6B

Fee Structure

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

View Full SEC Report How to Read Disclosures

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 2 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

Exams

No exam information available for this advisor.