Investment adviser representative · Mariner
Zachary H. Kleiman
CRD 8007280 · Ponte Vedra, FL
At a glance
Zachary H. Kleiman is an investment adviser representative with Mariner in Ponte Vedra, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zachary’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- MarinerSince January 2025Ponte Vedra, FL · $125B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mariner
- Robert J. Abraham IIOverland Park
- Jarrett C. AdamOverland Park · Certified Financial Planner
- John B. AdamsGermantowmn
- Micah J. AdamsOverland Park
- Benjamin E. AgronAlamo · Certified Financial Planner
- Thomas P. AhernNew York
- Manida AlarconNew York
- James AlbanManasquan · Certified Financial Planner
Every advisor at Mariner →Mariner: assets, clients and custodians →Mariner news, moves and payouts →Financial advisors in Ponte Vedra, FL →Advisor Moves: who changed firms this week →