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Frank Joseph Palermo

Investment adviser representative at Mariner Wealth
20 yearsExperience
1 stateRegistered in
$0Firm assets
9 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.

Other

Experience

20 years in the industry.

  1. Mariner WealthFeb 2023 to now
  2. Mariner Wealth Advisors-icJan 2023 to now
  3. Palermo/kissinger & Associates, PcSep 2006 to now

Exams passed

No exams in this record.

State registrations

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

Mariner Wealth

Legal name: Mariner Wealth Advisors-ic, LLC

$0Assets managed
0Clients
66Advisers
9 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
7693578
Firm CRD
289886
Advisor's SEC record (opens in a new tab)
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