Charles Cameron Dees

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

• 06/2012 → 12/2016
  Marshall University
  Huntington, WV
• 08/2015 → 12/2016
  Marshall University
  Huntington, WV
• 01/2017 → 03/2017
  Citi Group
  Tampa, FL
• 04/2017 → 02/2018
  Bb&T
  Tampa, FL
• 02/2018 → 07/2021
  Allegiant Private Advisors
  Sarasota, FL
• 08/2021 → Present
  Mariner Wealth Advisors
  Sarsota, FL

Previous Registrations

• 2021-03-10 → 2021-08-31
  Allegiant Private Advisors, Llc
  Sarasota, FL

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Charles Dees