Ariel Alejandro Marin
Investment adviser representative at Southstate Private Capital Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm 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
10 years in the industry.
- Southstate Private Capital Management LLCMay 2026 to now
- Cadence BankSep 2021 to May 2026
- New York LifeMay 2016 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Southstate Private Capital Management LLC
$5BAssets managed
712Clients
29Advisers
13 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
- 6115688
- Firm CRD
- 165306