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Maxim Boris Pogorelov

Mariner

Chatham, NJ

CRD 7729020

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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 2026-07-29
  • NJ RA
    APPROVED
    Since 2026-07-29

Branch Locations

One Main St Suite 202, Chatham, NJ 07928 • 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
Mariner Overland Park KS 07/2025 Present
Swarthmore College Swathmore PA 09/2024 06/2025
Ubs Financial Services New York NY 06/2024 08/2024
Swarthmore College Swarthmore PA 09/2023 05/2024
Ubs Financial Services New York NY 05/2023 08/2023
Swarthmore College Swarthmore PA 08/2021 04/2023
In Home Supportive Svc San Diego CA 01/2020 07/2021
Unemployed San Diego CA 01/2015 12/2019
  • 07/2025 → Present
    Mariner
    Overland Park, KS
  • 09/2024 → 06/2025
    Swarthmore College
    Swathmore, PA
  • 06/2024 → 08/2024
    Ubs Financial Services
    New York, NY
  • 09/2023 → 05/2024
    Swarthmore College
    Swarthmore, PA
  • 05/2023 → 08/2023
    Ubs Financial Services
    New York, NY
  • 08/2021 → 04/2023
    Swarthmore College
    Swarthmore, PA
  • 01/2020 → 07/2021
    In Home Supportive Svc
    San Diego, CA
  • 01/2015 → 12/2019
    Unemployed
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-18
S66 Uniform Combined State Law Examination 2024-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-07-18
  • S66 Uniform Combined State Law Examination
    2024-08-14

View on SEC IAPD

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