Company Information

Get to know mariner wealth advisors

Founded in 2006, Mariner Wealth Advisors is a prominent registered investment adviser (RIA) built on a "client-first" philosophy. The firm offers comprehensive wealth management services, integrating financial planning, investment advice, tax strategies, insurance solutions, and estate planning to provide a holistic view of a client's financial life. With a history of significant growth, both organically and through acquisitions, Mariner Wealth Advisors serves a diverse clientele of individuals, families, and institutions across the United States, aiming to be a long-term partner in helping clients achieve their financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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mariner wealth advisors

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.