Elizabeth Osterndorf Campbell
Investment adviser representative at Mariner
14 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
14 years in the industry.
- MarinerJun 2025 to now
- Oak Leaf Wealth Management ServicesFeb 2023 to Jun 2025
- Commonwealth Financial NetworkMay 2018 to Jun 2025
- Boston Harbor Wealth Advisors, LLCSep 2017 to May 2018
- Raymond James Financial Services Advisors Inc.Feb 2012 to May 2018
- Raymond James Financial Services,incJan 2012 to May 2018
- Sallale Financial Strategies, LLC RjfsJan 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5382495
- Firm CRD
- 140195