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Dina Y Nam

Mariner

Los Angeles, CA

CRD 8298307

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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
CA RA APPROVED 2026-08-31
  • CA RA
    APPROVED
    Since 2026-08-31

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • 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 01/2022 06/2026
Mariner Overland Park KS 06/2026 Present
Adviceperiod Los Angeles CA 01/2019 01/2022
Withers Bergman Los Angeles CA 07/2015 12/2018
  • 01/2022 → 06/2026
    Mariner
    Overland Park, KS
  • 06/2026 → Present
    Mariner
    Overland Park, KS
  • 01/2019 → 01/2022
    Adviceperiod
    Los Angeles, CA
  • 07/2015 → 12/2018
    Withers Bergman
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31
Other Names
  • Dina Nam

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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