Partner/director of Strategic Planning · ARQ Wealth Advisors, LLC
Carl S. Mariner
CRD 5606261 · Named on Form ADV at one SEC-registered adviser
At a glance
ARQ Wealth Advisors, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $1.2 billion in regulatory assets, lists Carl S. Mariner on its Form ADV as Partner/director of Strategic Planning, a control person.
Firms and roles
- ARQ Wealth Advisors, LLCPartner/director of Strategic PlanningWealth manager · Scottsdale, AZ · $1.2B in regulatory assets
AtlasMembers
Carl’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard A. SiegelManaging Member, ARQ Wealth Advisors, LLC
- James N. RobinsonMember, ARQ Wealth Advisors, LLC
- William D. LeeMember, ARQ Wealth Advisors, LLC
- Matthew J. DunnCCO, ARQ Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.