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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
45 Rockefeller Plaza, Suite 2000, New York, NY, 10111
Get directionsHistory
Regulatory History (1)
Criminal
July 2008Other 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
Previous Registrations
Ernst & Young Investment Advisers LLP
Surepath Wealth Management
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations2 states
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.