Joseph A. Mariani

CAYSIDE PARTNERS

Jupiter, FL 33469

Some features on this profile are disabled

CRD#: 7559212

Professional summary

Joseph Anthony Mariani is a registered financial advisor currently at CAYSIDE PARTNERS located in Jupiter, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Mariani's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 3, 2025 - Present

CAYSIDE PARTNERS

Office #1: 364 Cypress Drive Suite 202, Jupiter, FL 33469

RIA

CRD#: 306090

Jupiter, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAYSIDE PARTNERS

CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC

CRD#: 306090 / SEC#: 801-129905

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

Florida

Registered Investment Advisory firm - (4/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/20/2025

Uniform Investment Adviser Law Examination

Current Firm

CAYSIDE PARTNERS

CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC

CRD#: 306090 / SEC#: 801-129905

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

Florida

Registered Investment Advisory firm - (4/30/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

364 Cypress Drive Suite 202, Jupiter, FL 33469

Mailing Address

Phone number

(561) 768-9621

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAYSIDE PARTNERS, LLC ADV 2A BROCHURE (6/20/2025)

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 313,960,128

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph A. Mariani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Mariani's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAYSIDE PARTNERS

Primary Firm SEC Registration

CAYSIDE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2025

Current Firm

CAYSIDE PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAYSIDE PARTNERS

TRUST BUT VERIFY

Similar Advisors