Alyssa Lauren Tacconelli
Investment adviser representative at Mariner Independent
12 yearsExperience
1 stateRegistered in
$7.3BFirm assets
7 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.
- Mariner IndependentJun 2026 to now
- Mariner Platform SolutionsJun 2026 to now
- Value87 Investment PartnersMay 2026 to now
- Focus Partners Wealth, LLCJan 2026 to May 2026
- Kovitz Investment Group Partners, LLCJul 2024 to Dec 2025
- Edward JonesJun 2022 to Jul 2024
- NordstromDec 2021 to Jan 2022
- Precept EnvironmentalJan 2020 to Aug 2021
- San Diego State UniversityAug 2018 to May 2022
- Rolloritto Sushi RestaurantJun 2017 to Sep 2017
- San Juan Hills High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 7542689
- Firm CRD
- 305418