Audry J Batiste

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:

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

Current Employers

Employment History

• 11/2009 → 12/2017
  Precise Wealth Management
  Las Vegas, NV
• 01/2018 → 09/2022
  Redrock Wealth Management, Llc
  Las Vegas, NV
• 09/2022 → Present
  Mariner Platform Solutions
  Las Vegas, NV
• 09/2022 → Present
  Precise Wealth Management
  Las Vegas, NV

Previous Registrations

• 2018-02-06 → 2022-10-03
  Redrock Wealth Management, Llc
  Las Vegas, NV
• 2010-02-05 → 2017-12-31
  Precise Wealth Management
  Las Vegas, NV

Other Businesses

1) Precise Wealth Management; Las Vegas, NV; Founder & Owner; offering investment advisory services through Mariner Platform Solutions; start date 09/2022; 160 hours/month during securities trading hours 2) Amentum Services, Inc.; Las Vegas, NV; Deputy Program Manager; not investment-related; 160 hrs/mo, 140 hrs during securities trading. 3) Precise Financial Planning, LLC operates as a sole proprietor and conducts project management consulting and tax preparation services on a limited basis. Audry Batiste spends less than 5 hours per week on this activity, and this activity represents approximately 5% of his compensation. 4) The 300 Stewart Avenue Corporation; not investment-related; Las Vegas, NV; Board of Directors; Secretary; 4 hrs/mo during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-08

Designations

• Certified Financial Planner

Other Names

• Jb Batiste