Alyssa Peterson
Investment adviser representative at Mariner
14 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
14 years in the industry.
- MarinerOct 2023 to now
- Mariner Wealth AdvisorAug 2023 to now
- Mariner Wealth AdvisorsOct 2022 to Aug 2023
- Reliance BankSep 2021 to Sep 2022
- Palm Beach TanMay 2020 to Jun 2021
- Full Time StudentAug 2017 to May 2021
- Full Time StudentAug 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7798446
- Firm CRD
- 140195