Paul Mankarious
Investment adviser representative at Mariner
12 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
12 years in the industry.
- MarinerApr 2025 to now
- Rwa Wealth Partners, LLCDec 2023 to Apr 2025
- Mcadam LLCAug 2023 to Dec 2023
- Global Retirement Partners, LLCAug 2022 to Dec 2023
- Charles Schwab & Co., Inc.Nov 2021 to Jul 2022
- Charles Schwab Bank, SsbNov 2021 to Jul 2022
- Assetmark Brokerage, LLCAug 2014 to Aug 2021
- Assetmark Financial, Inc.May 2014 to Aug 2021
- Assetmark, Inc.May 2014 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5729175
- Firm CRD
- 140195