Victor Belfiore
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- MarinerFeb 2025 to now
- Mariner Wealth AdvisorsFeb 2025 to now
- Direct Source WealthNov 2024 to Feb 2025
- Cabin Securities, Inc.Oct 2023 to Feb 2025
- Oz Fund HubSep 2023 to Nov 2024
- Kcd Financial IncJan 2023 to Jul 2023
- Coastal Equities, Inc.Oct 2022 to Oct 2022
- Coastal Investment Advisors, Inc.Oct 2022 to Oct 2022
- Wealthforge Securities LLCMay 2022 to Oct 2022
- Usg Realty CapitalNov 2020 to Jul 2023
- Pinnacle Capital Securities, LLCMay 2020 to Apr 2022
- Cabin Securities, Inc.May 2019 to Nov 2020
- Sound West Realty CapitalDec 2018 to Nov 2020
- Stifel Nicolaus & Co IncJan 2018 to Nov 2018
- Bank of America, N.A.Aug 2017 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Jan 2018
- LyftDec 2016 to May 2017
- UberDec 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 2940283
- Firm CRD
- 140195