Matthew Kyle Traub
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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.
- MarinerDec 2022 to now
- Mariner Wealth AdvisorsNov 2022 to now
- Affinity Capital Advisors, LLCOct 2019 to Nov 2022
- Lyft/uberMar 2017 to Sep 2019
- American Summit Financial LLCJan 2017 to Oct 2019
- UnemployedAug 2016 to Jan 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6261422
- Firm CRD
- 140195