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Matthew Robert Moetzinger

Mariner

New York, NY

Overland Park, KS

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

1500 Broadway, 28Th Floor, New York, NY 10036 • United States

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • 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 New York NY 10/2011 06/2021
Mariner Wealth Advisors New York NY 06/2021 Present
  • 10/2011 → 06/2021
    Mariner Wealth Advisors
    New York, NY
  • 06/2021 → Present
    Mariner Wealth Advisors
    New York, NY
Previous Registrations
  • 2015-09-08 → 2018-03-31
    Mariner Wealth Advisors
    New York, NY
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-08
  • S65 Uniform Investment Adviser Law Examination
    2015-09-08

View on SEC IAPD

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