Stephen Michael Cash
Investment adviser representative at Mariner Independent
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm 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
11 years in the industry.
- Mariner IndependentSep 2026 to now
- Cash Private WealthSep 2026 to now
- Mariner Platform SolutionsSep 2026 to now
- Advisors Capital Management, LLCNov 2020 to Sep 2026
- LPL Financial LLCJan 2016 to Nov 2020
- Private Advisor Group, LLCDec 2015 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 6027198
- Firm CRD
- 305418