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Aaron Scott Clark

Investment adviser representative at Mariner
17 yearsExperience
3 statesRegistered in
CFADesignation
$125.4BFirm 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

17 years in the industry.

  1. MarinerNov 2019 to now
  2. Mariner Wealth AdvisorsNov 2019 to now
  3. Msec, LLCNov 2019 to now
  4. Bok Financial Securities, Inc.May 2011 to Nov 2019
  5. BOKF, NAMay 2009 to Nov 2019

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2006
  • Series 63 · Uniform Securities Agent State Law2007

State registrations

Registered as an investment adviser representative in 3 states (AZ, CO, TX).

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
5105909
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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