Anne Jenelle Dorian
Investment adviser representative at Mariner
15 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
15 years in the industry.
- MarinerMay 2018 to now
- Mariner Wealth AdvisorsJan 2018 to now
- Msec, LLCMay 2013 to now
- Ascent Investment PartnersJan 2017 to Dec 2017
- Montage Investments, LLCMay 2013 to Jan 2017
- Mariner HoldingsAug 2011 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5736231
- Firm CRD
- 140195