John Patrick Cogswell
Investment adviser representative at Mariner
16 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Mariner Managed Account Solutions, LLCJan 2024 to now
- MarinerFeb 2010 to now
- MML Investors Services, LLCMar 2017 to Nov 2021
- Metlife Securities Inc.Jan 2015 to Mar 2017
- Baystate Wealth ManagementFeb 2010 to Dec 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mariner
Legal name: Mariner Managed Account Solutions, LLC
$2.8BAssets managed
3,537Clients
6Advisers
16 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
- 2674161
- Firm CRD
- 151664