Brandon Myer Seltzer

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

• 08/2022 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 05/2022 → 08/2022
  Mariner Wealth Advisors
  Overland Park, KS
• 01/2022 → 05/2022
  401K/Pte Crpa
  Hollywood, FL
• 06/2020 → 01/2022
  2Nd Mile Management
  West Palm Beach, FL
• 09/2019 → 05/2020
  G3 Global Services
  West Palm Beach, FL
• 08/2016 → 05/2021
  Student
  West Palm Beach, FL
• 12/2012 → 12/2018
  Jcc
  Staten Island, NY

Other Businesses

Heroic; Not securities related, Palm Beach Gardens, FL, Coaching program, Ambassador, start date: 7/1/2023, 5 hours per month, 0 hours during trading hours, Promote the program and encourage others to sign up. Planned Giving Council of Palm Beach County, Investment related: N, Palm Beach Gardens, FL, charitable organization, Social Media Manager, 09/01/2022, 3 hours per month, 0 hours during trading hours, help to monitor and create social media for the council.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-01

Designations

• Certified Financial Planner