Matthew Robert Blake
Investment adviser representative at Mariner
14 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 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
14 years in the industry.
- MarinerApr 2023 to now
- Mariner Wealth AdvisorsApr 2023 to now
- Moss Adams Wealth AdvisorsDec 2019 to Apr 2023
- First Western Trust FinancialMar 2018 to Oct 2019
- Centric Investment Group IncMar 2017 to Mar 2018
- Wambolt & Associates LLCJan 2017 to Mar 2018
- My Portfolio Guide, LLCOct 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 3069970
- Firm CRD
- 140195