Nicholas Vladimir Strunc

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

• 07/2015 → 06/2019
  Aequitas Wealth Management
  Los Angeles, CA
• 06/2019 → 03/2022
  Adviceperiod, Llc
  Los Angeles, CA
• 03/2022 → Present
  Mariner Wealth Advisors
  Los Angeles, CA

Previous Registrations

• 2019-06-26 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-04

Designations

• Certified Financial Planner