Caleb D Barr

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:

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

Current Employers

Employment History

• 01/2025 → Present
  Mariner
  Palm Beach Gardens, FL
• 03/2025 → Present
  Mariner
  Palm Beach Gardens, FL
• 08/2020 → 12/2024
  Famu Army Rotc
  Tallahassee, FL
• 05/2021 → 01/2025
  U.S. Army National Guard
  Marianna, FL
• 04/2018 → 07/2018
  Bolay
  Boca Raton, FL
• 01/2017 → 05/2017
  Burger King
  Boca Raton, FL
• 06/2023 → 08/2023
  Geo Group
  Boca Raton, FL
• 06/2024 → 08/2024
  Mariner
  Palm Beach Gardens, FL
• 06/2022 → 08/2022
  Cbiz Insurance
  Delray Beach, FL
• 01/2015 → 08/2020
  Student
  Tallahasee, FL

Other Businesses

MD Nutrition & Wellness LLC: Not Investment-related,14 Royal Palm Way Unit 506, Health, Nutrition, and Fitness Business, President, Start date: 01/01/2023, less than 40 hours per month, 0 hours devoted during trading hours, Create customized nutrition plans, fitness plans, and assessing general fitness inquiries of business clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-05
• S65 Uniform Investment Adviser Law Examination
  2024-11-21

Other Names

• Caleb David Barr