David Adam Solomon
Investment adviser representative at Mariner Independent
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.3BFirm assets
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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
26 years in the industry.
- Mariner IndependentMay 2023 to now
- Carbon Wealth ManagementMay 2023 to now
- Mariner Platform SolutionsMay 2023 to now
- Gladstone Wealth PartnersNov 2021 to May 2023
- LPL Financial LLCNov 2021 to May 2023
- Goldman Sachs & Co.Apr 2000 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 2576325
- Firm CRD
- 305418