Christopher Vail Maxtone-graham
Investment adviser representative at Mariner Independent
12 yearsExperience
1 stateRegistered in
$7.3BFirm assets
7 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
12 years in the industry.
- Mariner IndependentOct 2023 to now
- Mariner Platform SolutionsOct 2023 to now
- Vail Capital Management, LLCOct 2023 to now
- Morgan Stanley Private Bank, N.AJan 2015 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2023
- Morgan StanleyJul 2014 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 2599723
- Firm CRD
- 305418