Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Los Altos, CA
Every SEC-registered investment adviser representative at a Mariner office in Los Altos, A to Z.
The short answer
5 registered advisors work at Mariner in Los Altos, out of 903 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors in Los Altos, A to Z
Every Mariner advisor →- Phillip E. CampitInvestment adviser rep
- Matthew C. MillettInvestment adviser rep
- Kevin J. RyanCertified Financial Planner, Chartered Financial Consultant
- Michael J. Snowden Jr.Investment adviser rep
- Sean Van Der WalCertified Financial Planner
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Mariner advisors in other cities
Overland Park, KS 110New York, NY 43Cincinnati, OH 36Oakbrook Terrace, IL 27Tulsa, OK 22Sarasota, FL 21Los Angeles, CA 20Manasquan, NJ 20Scottsdale, AZ 19Madison, NJ 18Bellevue, WA 16Plano, TX 16Tigard, OR 16Bloomington, MN 13Brentwood, MO 13
Other firms in Los Altos
All Los Altos advisors →Charles Schwab & Co., Inc. 16Diversifi Capital Inc. 7Edward Jones 5Ameriprise Financial Services, LLC 4Strategic Advisers LLC 4Gates Pass Advisors, LLC 3J.P. Morgan Securities LLC 3Traveka Wealth, LLC 3
Questions
How many financial advisors does Mariner have in Los Altos?
5 investment adviser representatives are registered at Mariner offices in Los Altos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 903 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Los Altos?
Mariner ranks number 4 in Los Altos by registered advisors; Charles Schwab & Co., Inc. has the most, with 16.
How do I check a Mariner advisor in Los Altos?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mariner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.