David Trevor Martin
Investment adviser representative at Mariner
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm 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 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.
- MarinerMay 2018 to now
- Mariner Wealth AdvisorsApr 2018 to now
- Msec, LLCApr 2018 to now
- Kummer Financial Strategies, Inc.Apr 2018 to Dec 2018
- E*trade Capital Management LLCFeb 2011 to Apr 2018
- E*trade Securities LLCFeb 2011 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
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
- 4048377
- Firm CRD
- 140195