Financial advisor
Anthony Jason Vernale
At Mariner · Jupiter, FL
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Atlantic Wealth Partners | Atlantic Wealth | Mariner | Acquisition | June 9, 2026 | $218M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MARINER | Investment adviser | July 23, 2026 | Current |
| ATLANTIC WEALTH PARTNERS, LLC | Investment adviser | October 4, 2021 | July 28, 2026 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.