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Robb Wilson Scott

Mariner

Boston, MA

Overland Park, KS

CRD 6783170

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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
MA RA APPROVED 2023-03-27
KS RA APPROVED 2023-03-20
  • MA RA
    APPROVED
    Since 2023-03-27
  • KS RA
    APPROVED
    Since 2023-03-20

Branch Locations

Boston, MA • United States

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • 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 Wealth Advisors Overland Park KS 03/2023 Present
Brown Brothers Harriman Boston MA 08/2018 03/2023
Brown Brothers Harriman Boston MA 06/2017 09/2017
Vanderbilt University Nashville TN 08/2016 06/2018
  • 03/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 08/2018 → 03/2023
    Brown Brothers Harriman
    Boston, MA
  • 06/2017 → 09/2017
    Brown Brothers Harriman
    Boston, MA
  • 08/2016 → 06/2018
    Vanderbilt University
    Nashville, TN
Other Businesses

Thompson Island Outward Bound - not investment related, Boston, MA, non-profit educational organization, Committee Member, 1/26/2021, 1 hour per month, 0 hours during trading hours, volunteer for various events such as fundraisers. Trustees of Reservations-not investment-related, Boston, MA, non-profit organization, Corporate Trustee, 10/28/2020, 1 hour per month, 0 hours during trading hours, serve on the Boston committee and attend annual meetings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-06
  • S65 Uniform Investment Adviser Law Examination
    2023-03-06
Other Names
  • Robb Scott

View on SEC IAPD

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