Amelia Katherine Penkiunas
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.
- MarinerJan 2026 to now
- J.P. Morgan Securities LLCJul 2024 to Dec 2025
- JPMorgan Chase Bank, N.AJul 2024 to Dec 2025
- UnemployedMay 2024 to Jun 2024
- Goldman SachsJun 2023 to Aug 2023
- Dyson Capital AdvisorsJun 2022 to Jul 2022
- Mount Vernon Country ClubMay 2021 to Sep 2021
- College of William and MaryAug 2020 to Apr 2024
- Drp Belle Haven LLCApr 2019 to Dec 2021
- UnemployedJul 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7762255
- Firm CRD
- 140195