Brad Michael Residori
Investment adviser representative at Mariner
16 yearsExperience
2 statesRegistered in
$125.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- MarinerMay 2022 to now
- Mariner Wealth AdvisorsApr 2022 to now
- Msec, LLCApr 2022 to now
- Futu Clearing IncJan 2022 to Apr 2022
- Compass Distributors, LLCOct 2021 to Dec 2021
- Foreside Distribution Services, L.P.Oct 2021 to Dec 2021
- Foreside Financial Services, LLCOct 2021 to Dec 2021
- Foreside Funds Distributors, LLCOct 2021 to Dec 2021
- Funds Distributor, LLCOct 2021 to Dec 2021
- Imst Distributors, LLCOct 2021 to Dec 2021
- Quasar Distributors, LLCOct 2021 to Dec 2021
- Foreside Fund Services, LLCSep 2021 to Dec 2021
- Waddell & Reed, IncFeb 2006 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1790633
- Firm CRD
- 140195