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Bryce Thomas Webber

Mariner

Scottsdale, AZ

CRD 6575719

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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
AZ RA APPROVED 2019-05-29
  • AZ RA
    APPROVED
    Since 2019-05-29

Branch Locations

17767 N. Scottsdale Road Suite 310, Scottsdale, AZ 85254 • 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
The Vanguard Group, Inc Charlotte NC 07/2017 01/2019
University Of North Carolina Wilmington Wilmington NC 08/2014 05/2017
The Vanguard Group, Inc Scottsdale AZ 01/2019 04/2019
Mariner Wealth Advisors Scottsdale AZ 04/2019 Present
  • 07/2017 → 01/2019
    The Vanguard Group, Inc
    Charlotte, NC
  • 08/2014 → 05/2017
    University Of North Carolina Wilmington
    Wilmington, NC
  • 01/2019 → 04/2019
    The Vanguard Group, Inc
    Scottsdale, AZ
  • 04/2019 → Present
    Mariner Wealth Advisors
    Scottsdale, AZ
Other Businesses

Non-variable Insurance - Providing different insurance services to clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-04
S63 Uniform Securities Agent State Law Examination 2017-09-08
  • S65 Uniform Investment Adviser Law Examination
    2019-05-04
  • S63 Uniform Securities Agent State Law Examination
    2017-09-08
Designations
  • Certified Financial Planner
Other Names
  • Bryce Thomas Webber
  • Bryce Webber

View on SEC IAPD

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