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Massimo Giuseppe Avelluto

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. MarinerMay 2025 to now
  2. Bandelier Capital LLCFeb 2024 to now
  3. The Vanguard Group, Inc.Aug 2022 to May 2025
  4. MatthewsJun 2021 to Aug 2021
  5. CbreAug 2020 to Dec 2020
  6. Coury HospitalityJun 2020 to Aug 2020
  7. Towne ParkJul 2019 to Aug 2019
  8. University of ArizonaAug 2018 to May 2022
  9. Towne ParkJun 2018 to Aug 2018
  10. Avelluto's Italian DelightDec 2017 to Feb 2018
  11. Rockhurst HighschoolAug 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7603368
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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