Carl William Endy
Investment adviser representative at Mariner
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$125.4BFirm assets
Are you Carl William Endy? 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
19 years in the industry.
- MarinerDec 2021 to now
- Mariner Wealth AdvisorsDec 2021 to now
- Sivel Capital Management, Inc.Nov 2008 to Nov 2021
- Carl Endy, CpaNov 2007 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, VA).
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
- 2681685
- Firm CRD
- 140195