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Gregory Paul Ebeyer

Mariner

New York, NY

CRD 4273814

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-07
NJ RA APPROVED 2022-11-22
  • NY RA
    APPROVED
    Since 2023-09-07
  • NJ RA
    APPROVED
    Since 2022-11-22

Branch Locations

1500 Broadway 27Th Floor, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa New York NY 10/2013 10/2022
Tiaa-Cref Individual & Institutional Services, Llc New York NY 10/2013 10/2022
Mariner Wealth Advisors Overland Park KS 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-11
S63 Uniform Securities Agent State Law Examination 2002-06-25
  • S65 Uniform Investment Adviser Law Examination
    2013-12-11
  • S63 Uniform Securities Agent State Law Examination
    2002-06-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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