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Joseph Anthony Mariani

Investment adviser representative at Cayside Partners
11 yearsExperience
1 stateRegistered in
$438MFirm assets
2 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Cayside PartnersJan 2025 to now
  2. PopstrokeJul 2023 to Dec 2024
  3. Allied Wealth PartnersJun 2022 to Jul 2022
  4. Fordham UniversityAug 2019 to May 2023
  5. The Benjamin SchoolJan 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Cayside Partners

Legal name: Cayside Partners, LLC

$438MAssets managed
69Clients
5Advisers
2 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
7559212
Firm CRD
306090
Advisor's SEC record (opens in a new tab)
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