Michael Arteaga (CRD# 6561209) is an Investment Advisor Representative working at Mariner Wealth in Los Angeles, CA and has over 5 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | Los Angeles, CA | Aug 2022 - Current | 1 |
Iconiq Capital, LLC | San Francisco, CA | Jul 2021 - Aug 2022 | 1 |
Adviceperiod, LLC | Los Angeles, CA | Sep 2019 - Jul 2021 | 1 |
Merrill Lynch | Los Angeles, CA | Jun 2018 - Aug 2019 | 1 |
Merrill Lynch | Los Angeles, CA | Nov 2016 - May 2018 | 1 |
University Of San Francisco | San Francisco, CA | Sep 2014 - May 2018 | 3 |
Morgan Stanley | San Francisco, CA | Sep 2015 - Aug 2016 | < 1 |
Yume Inc. | Redwood City, CA | Jul 2015 - Sep 2015 | < 1 |
Unemployed | Bellflower, CA | May 2014 - Sep 2014 | < 1 |
St. John Bosco High School | Bellflower, CA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
-
Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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