Christopher Scott Piccoli
Investment adviser representative at Mariner
12 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
12 years in the industry.
- MarinerApr 2024 to now
- Mariner WealthApr 2024 to now
- The Mather Group, LLCApr 2023 to Apr 2024
- Ci Regentatlantic Private WealthDec 2022 to Apr 2023
- RegentatlanticSep 2019 to Apr 2023
- UnemployedJun 2019 to Aug 2019
- JPMorgan Chase Bank NAMar 2018 to May 2019
- JPMorgan Securities LLCMar 2018 to May 2019
- J.P. Morgan Institutional Investments Inc.Oct 2014 to Mar 2018
- JPMorgan Investment Management Inc.Sep 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5351670
- Firm CRD
- 140195