Matthew Hanson
Investment adviser representative at Mariner
19 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business
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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
19 years in the industry.
- MarinerMar 2024 to now
- Mariner Wealth AdvisorsFeb 2024 to now
- Altruist CorpFeb 2022 to Feb 2024
- Altruist Financial LLCFeb 2022 to Feb 2024
- Mariner Wealth AdvisorsSep 2021 to Feb 2022
- Adviceperiod, LLCJul 2020 to Sep 2021
- Virtus Distributors, LLCFeb 2017 to Jul 2020
- John Hancock Advisers, LLCApr 2010 to Dec 2016
- Mfc Global Investment Management (U.S.), LLCApr 2010 to Dec 2016
- John Hancock Funds, LLCFeb 2007 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5295132
- Firm CRD
- 140195