William Clay Venturi
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
Are you William Clay Venturi? Claim your profile
Contact this firm
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.
- MarinerFeb 2024 to now
- Mariner Wealth AdvisorsFeb 2024 to now
- Msec, LLCFeb 2024 to now
- Aviara Wealth LLCFeb 2023 to Feb 2024
- UnemployedJul 2022 to Feb 2023
- Secfi Securities, LLCAug 2021 to Jul 2022
- OpeninvestJul 2019 to Aug 2021
- Mx TechnologiesFeb 2018 to Jul 2019
- UnemployedJul 2017 to Feb 2018
- Wells FargoFeb 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6155166
- Firm CRD
- 140195