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Matthew Douglas Nevins

Investment adviser representative at Mariner
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. MarinerSep 2023 to now
  2. Mariner Wealth AdvisorsSep 2023 to now
  3. Pfg AdvisorsFeb 2022 to Aug 2023
  4. Securities America, Inc.Feb 2022 to Aug 2023
  5. First Financial Equity CorporationJul 2016 to Feb 2022

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (AZ, WA).

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
1949752
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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