Tad Michael Sacheck
Investment adviser representative at Mariner
11 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
11 years in the industry.
- MarinerJul 2026 to now
- Atlantic Wealth Partners, LLCNov 2018 to Jul 2026
- Prudent Insurance, L.L.C.Nov 2018 to Jul 2026
- Raymond James Financial Services Advisors Inc.Oct 2017 to Nov 2018
- Raymond James Financial Services, Inc.Aug 2017 to Oct 2017
- Motiv8 Investments LLCJan 2017 to Jul 2017
- Motiv8 AdvisorsAug 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2017
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
- 5782170
- Firm CRD
- 140195