Alfredo Andres Paredes
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.
- MarinerMar 2023 to now
- Mariner Wealth AdvisorsAug 2020 to now
- Lifeaid Beverage Co.Sep 2019 to May 2020
- Mariner Wealth AdvisorsJun 2019 to Aug 2019
- Castle Aura EnterpriseJul 2018 to Sep 2018
- Wings n ThingsJun 2017 to Aug 2017
- University of California, Santa CruzSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7707346
- Firm CRD
- 140195