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Zachary Harrison Kleiman

Mariner

Ponte Vedra, FL

CRD 8007280

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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
FL RA APPROVED 2025-01-03
  • FL RA
    APPROVED
    Since 2025-01-03

Branch Locations

Ponte Vedra, FL • 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 Overland Park KS 10/2024 Present
Pnc Private Bank Jacksonville FL 09/2020 10/2024
Robin Lloyd & Associates Vero Beach FL 10/2018 08/2020
University Of Florida Gainesville FL 08/2015 07/2018
  • 10/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 09/2020 → 10/2024
    Pnc Private Bank
    Jacksonville, FL
  • 10/2018 → 08/2020
    Robin Lloyd & Associates
    Vero Beach, FL
  • 08/2015 → 07/2018
    University Of Florida
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30
Other Names
  • Zach Kleiman

View on SEC IAPD

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