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Niraj Chhabra

Investment adviser representative at Mariner Independent
21 yearsExperience
2 statesRegistered 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

21 years in the industry.

  1. Mariner IndependentJul 2022 to now
  2. Mariner Platform SolutionsJul 2022 to now
  3. Sidebar AdvisorsJul 2022 to now
  4. Ameriprise Financial Services, Inc.Aug 2005 to Jul 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
5019904
Firm CRD
305418
Advisor's SEC record (opens in a new tab)
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