Edward David Agostinelli
Investment adviser representative at Mariner Wealth
25 yearsExperience
1 stateRegistered in
$0Firm assets
9 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.
Other
Experience
25 years in the industry.
- Mariner WealthNov 2024 to now
- Mariner Wealth Advisors - IcNov 2024 to now
- Self EmployedAug 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 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
- 2172183
- Firm CRD
- 289886