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Renee N Langlais

Investment adviser representative at Mariner
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. MarinerFeb 2025 to now
  2. Mariner Wealth AdvisorsFeb 2025 to now
  3. Bank of America, N.A.Feb 2017 to Feb 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Feb 2025

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

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
5713750
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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