Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Sarasota, FL
Every SEC-registered investment adviser representative at a Mariner office in Sarasota, A to Z.
21 registered advisors work at Mariner in Sarasota, out of 941 at the firm nationwide; it ranks number 11 in the city by advisors. 15 list the CFP designation and 3 are also registered broker representatives.
Mariner advisors in Sarasota, A to Z
Every Mariner advisor →- Gillian C. CassidyCertified Financial Planner
- Michelle J. CrossCertified Financial Planner
- Charles C. DeesCertified Financial Planner, Chartered Financial Analyst
- James R. FerroInvestment adviser rep
- William C. GeisdorfCertified Financial Planner
- Tucker M. HorsleyCertified Financial Planner
- Damien L. JacksonInvestment adviser rep
- Benjamin W. JonesCertified Financial Planner
- Thomas M. KnightCertified Financial Planner, Chartered Financial Analyst
- Noah KoremanCertified Financial Planner
- Martin J. KossoffInvestment adviser rep
- Jay R. LabarreAlso a broker rep
- Joseph A. LewisCertified Financial Planner
- Orion J. MarxCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Daniel T. McElwaneyChartered Financial Analyst
- Albert G. McNortonAlso a broker rep
- Luke NicholasCertified Financial Planner, Chartered Financial Analyst
- Christopher D. SchwartzCertified Financial Planner
- Douglas R. TimmermanCertified Financial Planner
- Carl A. WatkinsCertified Financial Planner
- Kerstin A. WilesCertified Financial Planner
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Plano, TX 15Brentwood, MO 14Englewood, CO 14Coral Gables, FL 13
Other firms in Sarasota
All Sarasota advisors →Morgan Stanley 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Strategic Advisers LLC 38LPL Financial LLC 36Wells Fargo Clearing Services, LLC 35Ameriprise Financial Services, LLC 28Raymond James & Associates, Inc. 26RBC Capital Markets, LLC 23Edward Jones 22Florida Financial Advisors, LLC 21Stifel, Nicolaus & Company, Incorporated 19Charles Schwab & Co., Inc. 18
Questions
How many financial advisors does Mariner have in Sarasota?
21 investment adviser representatives are registered at Mariner offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 15 list the CFP designation and 3 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Sarasota?
Mariner ranks number 11 in Sarasota by registered advisors; Morgan Stanley has the most, with 90.
How do I check a Mariner advisor in Sarasota?
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.