Derrick Joshua Kowal
Investment adviser representative at Mariner
16 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
16 years in the industry.
- MarinerNov 2024 to now
- Mariner Wealth AdvisorsNov 2024 to now
- UnemployedApr 2024 to Nov 2024
- Fisher InvestmentsSep 2021 to Apr 2024
- Pruco Securities LLCJul 2019 to Sep 2021
- The Prudential Insurance Company of AmericaJul 2019 to Sep 2021
- T. Rowe Price Investment Services, Inc.Feb 2010 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5766196
- Firm CRD
- 140195