Daniel Adam Lindenberg
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.
- Mariner IndependentSep 2023 to now
- Lf Planning LLCSep 2023 to now
- Mariner Platform SolutionsSep 2023 to now
- UnemployedApr 2023 to Sep 2023
- Goldman Sachs & Co. LLCJan 2021 to Apr 2023
- The Ayco Company, L.p./mercer AlliedOct 2005 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5084588
- Firm CRD
- 305418