Renrick
Pesce

Mariner Wealth

CRD#6599023
Investment Advisor
in Concord, NH

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About this Advisor

Renrick Pesce is a financial advisor based in Concord, New Hampshire, working with Mariner Wealth. Renrick has previously held positions at John Hancock Funds, John Hancock Retirement Plan Services, A Great Place To Sit, John Hancock Funds, LLC, John Hancock Advisers, LLC, Edward Jones, Axa Advisors, LLC, Uber, Lyft, Fidelity Brokerage Services, LLC, Rbc Capital Markets, LLC, City National Bank, and Mariner. Renrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Renrick is part of Mariner Wealth, which operates out of Concord, New Hampshire. The firm has 115 offices and 1,503 employees. Mariner Wealth manages assets totaling $98.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 N. Main St. Suite 300
Concord, NH 03301

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Mariner Wealth Brokerage Details

Total Assets Under Management

$98,603,233,201

NH Average: $2,243,162,756
Total Number of Employees

1,503

NH Average: 44
Total Number of Accounts

155,767

NH Average: 4,091
Average Account Size

$633,017

NH Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Renrick Pesce Work History

2024 - Present (1 year)

Mariner

2020 - 2020 (< 1 year)

Fidelity Brokerage Services, LLC

2020 - 2024 (4 years)

Rbc Capital Markets, LLC

2020 - 2024 (4 years)

City National Bank

2019 - 2019 (< 1 year)

Edward Jones

2019 - 2019 (< 1 year)

Axa Advisors, LLC

2019 - 2020 (1 year)

Uber

2019 - 2020 (1 year)

Lyft

2018 - 2019 (1 year)

John Hancock Advisers, LLC

2017 - 2019 (2 years)

John Hancock Funds

2017 - 2019 (2 years)

John Hancock Funds, LLC

2015 - 2017 (2 years)

John Hancock Retirement Plan Services

2015 - 2015 (< 1 year)

A Great Place To Sit

Disclosures

Please visit the SEC profile of Renrick Pesce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Wealth

Michael Williams
Fresno, CA
Justin Moreci
Dallas, TX
Betsy Dow
Leawood, KS
Cynthia Kurz
Lanham, MD
Matthew Nevins
Phoenix, AZ
Andrew Welzel
Leawood, KS
Morgan Taylor
Plano, TX
Jonathan Hyre
Tulsa, OK

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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