Edward Graham Dulin
Investment adviser representative at Mariner
15 yearsExperience
2 statesRegistered in
$125.4BFirm assets
20 yearsFirm in business
Are you Edward Graham Dulin? Claim your profile
Contact this firm
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
15 years in the industry.
- MarinerSep 2019 to now
- Mariner Wealth AdvisorsSep 2019 to now
- Msec, LLCSep 2019 to Nov 2023
- Bank of America, NADec 2009 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2008 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
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
- 2592818
- Firm CRD
- 140195