Yi Mandeville Ott

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

• 07/2023 → 08/2025
  Dimensional Fund Advisors
  Austin, TX
• 01/2019 → 06/2023
  Mariner Wealth Advisors
  Tulsa, OK
• 09/2017 → 12/2018
  Santa Francis Hospital
  Tulsa, OK
• 12/2018 → 11/2019
  Lisa Rhynes Cpa
  Tulsa, OK
• 08/2016 → 07/2017
  Stillwater Family Pharmacy
  Columbus, MT
• 09/2025 → Present
  Mariner Wealth Advisors
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-30

Designations

• Certified Financial Planner

Other Names

• Yi Mandeville
• Yi Cao
• Yi Ott
• Ellen Ott