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Brian Pomarici

Mariner

New York, NY

CRD 7674705

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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:

Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-03
NY RA APPROVED 2022-12-16
  • NJ RA
    APPROVED
    Since 2023-01-03
  • NY RA
    APPROVED
    Since 2022-12-16

Branch Locations

1500 Broadway 27Th Floor, New York, NY 10036 • 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
Usa Payroll Cherry Hill NJ 06/2017 08/2017
Mariner Wealth Advisors Madison NJ 06/2018 08/2018
University Of Delaware Newark DE 09/2015 06/2019
Mariner Wealth Advisors New York NY 05/2018 12/2022
Mariner Wealth Advisors New York NY 12/2022 Present
  • 06/2017 → 08/2017
    Usa Payroll
    Cherry Hill, NJ
  • 06/2018 → 08/2018
    Mariner Wealth Advisors
    Madison, NJ
  • 09/2015 → 06/2019
    University Of Delaware
    Newark, DE
  • 05/2018 → 12/2022
    Mariner Wealth Advisors
    New York, NY
  • 12/2022 → Present
    Mariner Wealth Advisors
    New York, NY
Other Businesses

Non-variable Insurance - Providing different insurance services to clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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