Mariner Wealth Advisors (SEC-registered fiduciary Investment Adviser, CRD #140195, SEC File #801-66534) operates a dedicated Tallahassee private wealth and retirement planning office on North Gadsden Street in Midtown (32303). Led locally by Senior Wealth Advisors J.R. Saginario, CFP®, AEP® (CRD #3173658, Certified Financial Planner™ and Accredited Estate Planner®) and Renee N. Langlais, CFP®, CRPC® (CRD #5713750, Certified Financial Planner™ and Chartered Retirement Planning Counselor™), the Tallahassee team integrates institutional investment management, in-house tax planning and preparation, trust and estate design, and Florida Retirement System (FRS) and university executive retirement counseling for Leon County families.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Mariner Wealth Advisors (CRD #140195); SEC IAPD Individual Profile — J.R. Saginario, CFP®, AEP® (CRD #3173658); SEC IAPD Individual Profile — Renee N. Langlais, CFP®, CRPC® (CRD #5713750); Mariner Wealth Advisors — Tallahassee Office Official Page
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-66534; operating in Midtown Tallahassee at 1350 N. Gadsden St., South Unit #A, Tallahassee, FL 32303.
Issuer: CFP Board / NAEPC / College for Financial Planning / SEC
Notes: Led locally by Senior Wealth Advisors J.R. Saginario, CFP®, AEP® (CRD #3173658) and Renee N. Langlais, CFP®, CRPC® (CRD #5713750).
Factual details and direct answers about Mariner Wealth Advisors — Tallahassee Office's services, licensing, and credentials.
What specialized retirement and estate credentials do Mariner Wealth Advisors' Tallahassee planners hold?
Mariner's Tallahassee office is led by J.R. Saginario, CFP®, AEP® (CRD #3173658), who holds both the Certified Financial Planner™ and Accredited Estate Planner® designations, and Renee N. Langlais, CFP®, CRPC® (CRD #5713750), who holds both the CFP® and Chartered Retirement Planning Counselor™ credentials.
How does Mariner Wealth Advisors coordinate estate planning and tax strategy for Leon County seniors?
Under one fiduciary roof (CRD #140195, SEC File #801-66534), Mariner combines retirement cash-flow modeling with proactive tax return preparation, RMD and Roth conversion analysis, and trust and estate administration aligned with Second Judicial Circuit probate and Florida homestead rules.
Where is the Mariner Wealth Advisors office located in Tallahassee?
The office is located in Midtown Tallahassee at 1350 North Gadsden Street, South Unit #A, Tallahassee, Florida 32303, near Thomasville Road and Lake Ella.
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