Joseph Anthony Azzopardi
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
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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 2022 to now
- Mariner Wealth AdvisorsFeb 2022 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Feb 2022
- Edelman Financial Services, LLCSep 2017 to Nov 2018
- Ef Legacy Securities, LLCSep 2017 to Oct 2018
- Golden State Wealth Management, LLCJul 2016 to Sep 2017
- LPL FinancialJul 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5237132
- Firm CRD
- 140195