New York, NY Office

Team
Updated today

Client AUM

$7,051,690,186

Clients

4,261

Advisors

2

Of 120 advisors across 74 offices

Location

45 Rockefeller Plaza, Ste. 2000

New York NY 10111

Advisors at this office

2

Advisors at this office

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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.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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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.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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