Paul Raymond Erenfeld
Investment adviser representative at Mariner
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- MarinerJan 2022 to now
- Mariner Wealth AdvisorsDec 2021 to now
- Msec, LLCDec 2021 to now
- Cascadia Advisory Services, LLCAug 2019 to Dec 2021
- Cetera Advisors LLCFeb 2012 to Dec 2021
- Pacific West Financial Consultants, Inc.Mar 2009 to Dec 2021
- Pacific West Securities, Inc.Mar 2009 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
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
- 4361607
- Firm CRD
- 140195