Unclaimed Profile

Sara Pennisi Searle

MARINER INSTITUTIONAL, LLC·WINTER PARK, Florida

Series 24, Series 7, Series 66Clean recordMARINER INSTITUTIONAL, LLC

531 W MORSE BLVD, WINTER PARK, FL 32789CRD# 6380470Firm CRD# 111964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sara Pennisi Searle · WINTER PARK, FL

Registration

CRD #6380470 · MARINER INSTITUTIONAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara Pennisi Searle is a registered financial advisor based in WINTER PARK, Florida, affiliated with MARINER INSTITUTIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

MARINER INSTITUTIONAL, LLC

AUM

$977M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARINER INSTITUTIONAL, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6380470

Firm CRD# 111964

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Frequently Asked Questions

What services does Sara Pennisi Searle offer?

Sara Pennisi Searle specializes in Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Sara Pennisi Searle's credentials?

Sara Pennisi Searle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Pennisi Searle located?

Sara Pennisi Searle is based in WINTER PARK, Florida, working with MARINER INSTITUTIONAL, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Sara Pennisi Searle charge for services?

Sara Pennisi Searle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER INSTITUTIONAL, LLC?

MARINER INSTITUTIONAL, LLC has approximately 90 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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