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Christine Erin Wentzler

Mariner

New York, NY

CRD 6097251

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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 2021-06-10
NJ RA APPROVED 2015-05-19
  • NY RA
    APPROVED
    Since 2021-06-10
  • NJ RA
    APPROVED
    Since 2015-05-19

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
Mariner Wealth Advisors Manasquan NJ 04/2015 06/2021
Mariner Wealth Advisors New York NY 06/2021 Present
  • 04/2015 → 06/2021
    Mariner Wealth Advisors
    Manasquan, NJ
  • 06/2021 → Present
    Mariner Wealth Advisors
    New York, NY
Previous Registrations
  • 2016-09-12 → 2018-12-31
    Mariner Wealth Advisors
    Overland Park, KS
  • 2012-08-29 → 2015-06-04
    The Mde Group, Inc.
    Morristown, NJ
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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