Ariel Alejandro Marin

Employer firm

Southstate Private Capital Management LLC CRD 165306

$4.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 05/2026
  Cadence Bank
  Dallas, TX
• 05/2026 → Present
  Southstate Private Capital Management Llc
  Dallas, TX
• 05/2016 → 09/2021
  New York Life
  Addison, TX

Previous Registrations

• 2014-09-30 → 2016-07-14
  Wescott Financial Advisory Group Llc
  Philadelphia, PA
• 2014-03-11 → 2014-08-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-03-06

Designations

• Certified Financial Planner

Other Names

• Ariel Marin
• Ariel A Marin
• Ari Marin