George M. Steiner
Investment adviser representative at Mariner
20 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business
Are you George M. Steiner? Claim your profile
Contact this firm
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
20 years in the industry.
- MarinerNov 2016 to now
- Mariner Wealth AdvisorsNov 2016 to now
- FdnyDec 2004 to now
- Msec, LLCJan 2019 to Jul 2024
- Mariner Wealth Advisors-manasquan, LLCApr 2014 to Jan 2019
- Capital Analysts, Inc.Jun 2012 to Jan 2019
- Lincoln InvestmentJun 2012 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4950959
- Firm CRD
- 140195