New York, NY Madison Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner
Enterprise
Firm-wide stats for Mariner
Clients per advisor
55 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighAbout
Mariner serves a broad mix of clients — individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and private funds — through investment management, financial planning and reporting, retirement plan consulting, and access to pooled vehicles and third‑party managers. The firm also offers coordinated tax services, Core Family Office (CFO) services and employer financial‑wellness tools in addition to traditional portfolio management.
The firm generally implements discretionary, customized portfolios overseen by an Investment Committee and supported by an internal portfolio management team, combining in‑house research with allocations to third‑party managers and platforms (including CAIS access and SEI sub‑advised models). Its strategies span equity and fixed income mandates as well as alternatives, structured notes, options, direct indexing and digital assets, and it provides ERISA 3(38) retirement plan solutions such as the Pathway DC program.
What is less common for a firm of this enterprise scale is the depth of tax and accounting integration: Mariner maintains CPAs and enrolled agents, provides stand‑alone and coordinated tax compliance, planning and preparation, and is affiliated with a specialty tax services entity. The brochure also highlights administrative CFO capabilities (including bill payment and platform administrator authority) and a Financial Wellness Platform for employer clients — operational offerings that are relatively atypical among large advisory enterprises.
Based on Mariner
Expertise
Based on Mariner
Location
590 Madison Avenue
New York NY 10022
Advisors at this office
3
Advisors at this office
Charles S
CFP®, Series 63, Series 66
New York, NY
Mariner
Charles Sacco is a CFP®-certified financial advisor with ten years of industry experience, currently affiliated with Mariner in New York, NY. His prior roles include positions at Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and JPMorgan Chase Bank. He is also the owner of Saccos Securities LLC, an entity focused on general business administration outside of investment activities. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both internal research and third-party managers.
Bradford P
Series 65, Series 63
New York, NY
Mariner
Bradford Peck is a financial advisor at Mariner with 37 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Taurus Asset Management, LLC and Western International Securities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and accounting services.
Steven G
Series 65, Series 63, Series 66
New York, NY
Mariner
Steven Grossblatt is a financial advisor at Mariner with 22 years of industry experience and holds Series 65, Series 63, and Series 66 licenses. He has previous experience with Western International Securities, Inc. and Taurus Asset Management, LLC. Grossblatt serves on the Investment Committee of The Leffell School. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational capabilities.
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