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Edward David Agostinelli Sr

Investment Adviser Representative at MARINER WEALTH

Overland Park, KSCRD #2172183Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
3

Professional summary

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

Edward David Agostinelli has worked in the securities industry since 2024. They have passed the Series 63, 7, and 6 examinations. They are registered to provide investment advisory services in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/11/1991
Series 7
General Securities Representative Examination
Passed 3/29/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/21/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Other
Source

Mariner Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MARINER WEALTHCurrent
11/14/2024Overland Park, KS

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Edward David Agostinelli Sr 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.

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Edward David Agostinelli Sr - Financial Advisor in Overland Park, KS | AdvisorFinder