Inactive

Cory Simon Doliner

CRD 7701289

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2023-05-09

NY RA
APPROVED

Since 2023-05-09

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

Organization	City	State	From	To
Itrek, Inc	New York	NY	10/2012	11/2022
Self Employed	New York	NY	11/2022	02/2023
Mariner Wealth Advisors	Overland Park	KS	02/2023	Present

10/2012 → 11/2022

Itrek, Inc

New York, NY
11/2022 → 02/2023

Self Employed

New York, NY
02/2023 → Present

Mariner Wealth Advisors

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-09

S65 Uniform Investment Adviser Law Examination

2023-05-09

Designations

Certified Financial Planner

View on SEC IAPD

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