Charles Bennett Sachs
Investment adviser representative at Mariner Independent
14 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
14 years in the industry.
- Mariner IndependentNov 2024 to now
- Imperio Wealth AdvisorsNov 2024 to now
- Mariner Platform SolutionsNov 2024 to now
- Kaufman Rossin Wealth, LLCOct 2020 to Sep 2024
- Kaufman, Rossin & Co.Mar 2019 to Sep 2024
- Kaufman Rossin Wealth, LLCMar 2019 to Sep 2020
- Bank of New York MellonJan 2017 to Jan 2019
- Creative PlanningJun 2016 to Dec 2016
- Private Wealth Counsel, Inc.Dec 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5129833
- Firm CRD
- 305418