AdFi
AA

Amanda Anastasia Tortorelli

Investment Adviser Representative at Mariner

Golden, COCRD #5941570Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amanda Anastasia Tortorelli is an investment adviser representative with Mariner in Golden, CO, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with National Planning Corporation ("NPC of America" in FL & NY). They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado and Kansas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/12/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 8/25/2011
SIE
Securities Industry Essentials Examination
Passed 4/9/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/16/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MarinerCurrent
12/18/2025 – Golden, CO
National Planning Corporation ("NPC OF America" IN FL & NY)
4/5/2016 – 1/12/2017Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. National Planning Holdings
    Dec 2015 – Jan 2017Denver, CO
  2. E*TRADE FKA Trust Company of America
    Jan 2017 – Dec 2019Centennial, CO
  3. Howard Capital Management
    Jan 2021 – Jun 2022Denver, CO
  4. Mariner
    Dec 2025 – no end date reportedOverland Park, KS
  5. Edelman Financial Engines
    Dec 2019 – Jan 2021Denver, CA
  6. Inspira Financial Services
    Aug 2022 – Dec 2025Oak Brook, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mariner

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • $0 - $1,000,0001.25%
  • $1,000,000 - $5,000,0001.00%
  • $5,000,000 - $10,000,0000.80%
  • Above $10,000,0000.60%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
961
Offices listed on AdvisorFinder:
99
Main office:
Overland Park, KS
SEC file number:
801-66632

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 5, 2026

View full firm profile

Other advisors at Mariner

Showing 12 of 961 in the directory

View Mariner firm profile

Similar advisors in Golden, CO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Anastasia Tortorelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Amanda Anastasia Tortorelli (Mariner) - Fees & Credentials