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William Clay Venturi

Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

10 years in the industry.

  1. MarinerFeb 2024 to now
  2. Mariner Wealth AdvisorsFeb 2024 to now
  3. Msec, LLCFeb 2024 to now
  4. Aviara Wealth LLCFeb 2023 to Feb 2024
  5. UnemployedJul 2022 to Feb 2023
  6. Secfi Securities, LLCAug 2021 to Jul 2022
  7. OpeninvestJul 2019 to Aug 2021
  8. Mx TechnologiesFeb 2018 to Jul 2019
  9. UnemployedJul 2017 to Feb 2018
  10. 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
Advisor's SEC record (opens in a new tab)
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