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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-11-30 |
Branch Locations
One Giralda Farms Suite 130, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Madison | NJ | 12/2012 | Present |
FUND FOR NEWARK ABBEY, 520 MARTIN LUTHER KING BLVD., NEWARK, NJ 07102; NON-INVESTMENT RELATED; 501(C)3 EXEMPT PRIVATE FOUNDATION - MONASTERY & SCHOOL; BOARD OF TRUSTEE MEMBER/TREASURER; OVERSEES PORTFOLIO PROFESSIONALLY MANAGED BY GLENMEDE TRUST CO, ASSIST IN PREP AND FILING OF FORM 990PF; START DATE JAN 2015; 2 HRS/MONTH TOTAL AND DURING SECURITIES HOURS. NEWARK ABBEY/ST. BENEDICT'S PREP SCHOOL; 520 MARTIN LUTHER KING BLVD., NEWARK, NJ 07102; CHAIRMAN OF BOARD OF ADVISORS/TRUSTEES; START DATE 07/2020; 5HRS A MONTH/DURING SECURITIES TRADING HOURS. MONITORS ALL FINANCES AND PARTICIPATES AS A BOARD MEMBER IN MEETINGS. I Got It Holding Corp. dba Metabilia; Not investment related, Morristown, NJ, Marketplace for sports memorabilia and NFT collectibles. Board of Advisors, Start date: 7/1/2023, 8 hours per month, 8 hours during training hours, Attend monthly meetings to help with strategy, advise on financial statements and develop business partners. Benedictine Education Fund of New Jersey, Inc, Investment related: N, Morristown, NJ, created to enable schools to qualify as scholarship granting organization, Board of Trustee Member, 05/01/2025, 2 hours per month, 0 hours during trading hours, Board of Trusee Member
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