Christopher David Schwartz
Investment adviser representative at Mariner
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- MarinerMay 2022 to now
- Mariner Wealth AdvisorsMar 2022 to now
- LPL Financial, LLCNov 2021 to Mar 2022
- Great Valley Advisor Group, IncOct 2021 to Mar 2022
- T Rowe PriceMar 2018 to Oct 2021
- TIAAOct 2013 to Mar 2018
- TIAA-CREF Individual & Institutional Services, LLCOct 2013 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5695850
- Firm CRD
- 140195