Unclaimed Profile

Paul Jude Conforti

MARINER-HFG, LLC·MANASQUAN, New Jersey

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record24 years registeredMARINER-HFG, LLC

229 EAST MAIN STREET, MANASQUAN, NJ 08736CRD# 2155244Firm CRD# 171018

Profile Verification

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

Identity

Paul Jude Conforti · MANASQUAN, NJ

Registration

CRD #2155244 · MARINER-HFG, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MARINER

Nov 2016 – present

MARINER WEALTH ADVISORS

Jul 2014 – Dec 2018

OVERLAND PARK, KS

CAPITAL ANALYSTS

Jun 2012 – Jan 2019

MANASQUAN, NJ

LINCOLN INVESTMENT

Jun 2012 – Jan 2019

MANASQUAN, NJ

CAPITAL ANALYSTS INCORPORATED

Jul 2002 – Jun 2012

MANASQUAN, NJ

HOUSEN FINANCIAL GROUP, INC.

Jul 2002 – Jul 2014

MANASQUAN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 26, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER WEALTH ADVISORS-MANASQUAN, LLC

CRD 171018 · SEC 801-79628

AUM

$1.1B

Regulatory assets under management

Employees

3,493 client accounts

Services offered by MARINER WEALTH ADVISORS-MANASQUAN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARINER WEALTH ADVISORS-MANASQUAN, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Jude Conforti offer?

Paul Jude Conforti specializes in Financial Planning, Investment Management. Contact their office in MANASQUAN, New Jersey for a consultation.

What are Paul Jude Conforti's credentials?

Paul Jude Conforti holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Jude Conforti located?

Paul Jude Conforti is based in MANASQUAN, New Jersey, working with MARINER-HFG, LLC. Their office serves clients in the MANASQUAN metropolitan area and surrounding communities.

How does Paul Jude Conforti charge for services?

Paul Jude Conforti's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER-HFG, LLC?

MARINER-HFG, LLC has approximately 19 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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