Investment adviser representative · Mariner
Adam J. Simoncelli
CRD 6589809 · Oakbrook Terrace, IL
At a glance
Adam J. Simoncelli is an investment adviser representative with Mariner in Oakbrook Terrace, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2024, about 2 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- MarinerSince August 2025Oakbrook Terrace, IL · $125B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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