Edward Charles Schoeb
Investment adviser representative at Mariner Independent
21 yearsExperience
2 statesRegistered in
$7.3BFirm assets
7 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
21 years in the industry.
- Mariner IndependentOct 2025 to now
- Mariner Platform SolutionsOct 2025 to now
- Strategic Path Wealth ManagementAug 2020 to now
- Norm's Cycle CenterMar 2005 to now
- Commonwealth Financial NetworkAug 2020 to Oct 2025
- Householder Group Estate & Retirement SpecialistsApr 2016 to Aug 2020
- LPL Financial, LLCMar 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 4759539
- Firm CRD
- 305418