Patricia Ann Finch

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

• 10/2010 → 12/2022
  Mcgervey Wealth Management, Llc
  North Canton, OH
• 12/2022 → Present
  Mariner Wealth Advisors
  Canton, OH

Previous Registrations

• 2011-02-22 → 2023-01-02
  Mcgervey Wealth Management, Llc
  Canton, OH
• 2008-03-14 → 2010-10-25
  Lpl Financial Llc
  Cleveland, OH
  Brecksville, OH

Other Businesses

BREEDER OF LABRADOR RETRIEVERS, UKC CONFORMATION APPRENTICE JUDGE

Exams

• S66 Uniform Combined State Law Examination
  2008-03-12

Other Names

• Patty Deitch
• Patricia Ann Deitch