Adam Joseph Simoncelli
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFADesignation
$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.
- MarinerAug 2025 to now
- Cerity Partners LLCOct 2022 to Aug 2025
- Seabold Capital Management LLCNov 2021 to Oct 2022
- National Futures AssociationOct 2016 to Nov 2021
- Northwestern MutualMay 2016 to Jul 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6589809
- Firm CRD
- 140195