Zubair Ahmad Khan
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
10 years in the industry.
- MarinerApr 2025 to now
- Glass Jacobson Investment AdvisorsDec 2022 to Feb 2025
- Azzad Asset ManagementNov 2019 to Nov 2022
- UnemployedJul 2018 to Oct 2019
- Hanscom Federal Credit UnionJun 2016 to Jun 2018
- LPL FinancialJun 2016 to Jun 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5215100
- Firm CRD
- 140195