John David Macik
Investment adviser representative at Mariner
18 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- MarinerJul 2025 to now
- Mariner Wealth AdvisorsJul 2025 to now
- Thurston Springer AdvisorsApr 2023 to Jun 2025
- Thurston Springer FinancialApr 2023 to Dec 2023
- Biltmore Family OfficeSep 2019 to Apr 2023
- Morgan StanleyJul 2013 to Sep 2019
- Morgan Stanley Private Bank, National AssociationJul 2013 to Sep 2019
- Management Equity, LLCFeb 2008 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IN).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1940961
- Firm CRD
- 140195