Gregory Stephen Dow
Investment adviser representative at Mariner
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Msec, LLCDec 2025 to now
- MarinerAug 2022 to now
- Mariner Wealth AdvisorsJul 2022 to now
- UnemployedApr 2022 to Jun 2022
- Foreside Financial Servivces, LLCJan 2020 to Mar 2022
- BMO Asset Management Corp.Apr 2017 to Mar 2022
- BMO Investment DistributorsApr 2017 to Dec 2019
- Foreside Fund Services, LLCNov 2013 to Mar 2017
- Henderson Global Investors (north America) Inc.Sep 2013 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6017524
- Firm CRD
- 140195