Aryeh Moses Mentzel

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

• 05/2010 → 09/2021
  Citigroup, Inc.
  New York, NY
• 10/2021 → 05/2023
  Lpl Financial Llc
  Chester, NJ
• 10/2021 → 05/2023
  Gladstone Wealth Partners
  Chester, NJ
• 05/2023 → Present
  Mariner Platform Solutions
  Englewood, NJ
• 05/2023 → Present
  Carbon Wealth Management
  Rochelle Park, NJ

Previous Registrations

• 2022-01-05 → 2023-05-15
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Chester, NJ

Other Businesses

1) Carbon Wealth Management, Managing Partner; offering investment advisory services through Mariner Platform Solutions, start date: 5/2023; 160 hours/month during securities trading hours 2) East Hill Synagogue; not investment-related; Englewood, NJ; Board member/Treasurer; start date: 10/2022; 8 hrs/month; 0 hrs during securities trading hours; provides organizational planning and ensures legal obligations are met.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-29

Other Names

• Ari Mentzel