Aaron Mazer
Investment adviser representative at Mariner Independent
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm 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
13 years in the industry.
- Mariner IndependentJul 2023 to now
- Mariner Platform SolutionsJul 2023 to now
- Pax Financial AdvisorsJul 2023 to now
- JPMorgan Chase Bank NANov 2021 to Jul 2023
- JPMorgan Securities LLCNov 2021 to Jul 2023
- Truist Advisory Services, Inc.Feb 2021 to Nov 2021
- Truist Investment Services, Inc.Feb 2021 to Nov 2021
- Suntrust Advisory Services, IncSep 2020 to Feb 2021
- Suntrust Investment Services, IncSep 2020 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&tApr 2017 to Feb 2021
- BbtisApr 2017 to Jan 2018
- Pruco Securities, LLCNov 2013 to Apr 2017
- The Prudential Insurance Company of AmericaNov 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4777011
- Firm CRD
- 305418