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4 advisors near New York, NY
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David S
CFP®, Series 63, Series 66
Rochelle Park, NJ
Mariner Independent
David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.
David P
Series 63, Series 65
New York, NY
Mariner Independent
David Paley is a financial advisor with Mariner Independent in New York, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at AdvicePeriod, LLC and KLS Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrated with institutional and fiduciary resources.
Aryeh M
Series 66
Rochelle Park, NJ
Mariner Independent
Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.
Alfred C
CFP®, Series 66
New York, NY
Mariner Independent
Alfred Cantilina is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Independent. His prior roles include positions at Tapfin/EY, Own Your Life Planning LLC, Mansour Partners, SurePath Wealth, CFS Investment Advisory Services, and The AYCO Company, L.P./Mercer Allied. Outside of advising, he is involved with Catalina Vending, LLC, a business operating stock vending machines. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and discretionary management through its platform, along with institutional and retirement plan resources integrated with affiliated entities.
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4 advisors near New York, NY
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