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Michael Anthony Arteaga

Investment adviser representative at Mariner
12 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

12 years in the industry.

  1. MarinerAug 2022 to now
  2. Mariner Wealth AdvisorsAug 2022 to now
  3. Iconiq Capital, LLCJul 2021 to Aug 2022
  4. Adviceperiod, LLCSep 2019 to Jul 2021
  5. Merrill LynchJun 2018 to Aug 2019
  6. Merrill LynchNov 2016 to May 2018
  7. University of San FranciscoSep 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

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
6561209
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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