Chauncey Jordan Pickering
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business
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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.
- MarinerOct 2025 to now
- Utica Physicians Association, Ltd.Oct 2021 to Oct 2025
- UnemployedApr 2020 to Sep 2021
- Arvest Wealth ManagementSep 2018 to Apr 2020
- UnemployedJan 2018 to Aug 2018
- Bank of America, N.A.Apr 2016 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 6270041
- Firm CRD
- 140195