Elizabeth Spencer Duchak
Investment adviser representative at Mariner
10 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
10 years in the industry.
- MarinerMar 2025 to now
- BNY Mellon Wealth ManagementSep 2019 to Feb 2025
- Carnegie Mellon Tepper School of BusinessJan 2019 to May 2019
- BNY Mellon Wealth ManagementDec 2016 to Aug 2019
- BNY Mellon Wealth ManagementJun 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5795214
- Firm CRD
- 140195