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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-07-10 |
Branch Locations
Metro Office Park Metro Parque 7 Suite 204, Office 313, Guaynabo, PR 00968 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banco Popular De Puerto Rico | San Juan | PR | 11/2015 | 02/2018 |
| Banco Popular De Puerto Rico | San Juan | PR | 03/2018 | 03/2021 |
| Banco Popular De Puerto Rico | San Juan | PR | 04/2021 | 02/2022 |
| Banco Popular De Puerto Rico | San Juan | PR | 03/2022 | 06/2026 |
| Mariner Wealth Advisors | Guaynabo | PR | 07/2026 | Present |
Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
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