Walter Andrew Varian
Investment adviser representative at Mariner
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- MarinerApr 2025 to now
- Financial Engines Advisors L.L.C.Sep 2021 to Apr 2025
- Charle Schwab BankApr 2019 to Aug 2021
- Charles Schwab & Co., Inc.Apr 2019 to Aug 2021
- Morgan Stanley Private Bank, National AssociationMay 2016 to Apr 2019
- Morgan StanleyMay 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 5322696
- Firm CRD
- 140195