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Murray Carlyle Kinlaw

Mariner Independent

Charlotte, NC

CRD 2496228

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Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner Independent

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-08
  • NC RA
    APPROVED
    Since 2025-09-08

Branch Locations

Charlotte, NC • 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
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 07/2006 11/2024
Fifth Third Wealth Advisors Llc Charlotte NC 11/2024 05/2025
Mariner Platform Solutions Overland Park KS 09/2025 Present
Unemployed Charlotte NC 05/2025 08/2025
  • 07/2006 → 11/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 11/2024 → 05/2025
    Fifth Third Wealth Advisors Llc
    Charlotte, NC
  • 09/2025 → Present
    Mariner Platform Solutions
    Overland Park, KS
  • 05/2025 → 08/2025
    Unemployed
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-04
  • S65 Uniform Investment Adviser Law Examination
    2024-12-04
Other Names
  • Murray Carlyle Kinlaw

View on SEC IAPD

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