John Robin Stewart
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.
- MarinerAug 2026 to now
- Texas Regional BankMay 2022 to Aug 2026
- Trb Wealth Management, LLCMay 2022 to Aug 2026
- Dimensional Fund AdvisorsJan 2019 to May 2022
- Larry Wunsch and Assoc.May 2017 to Oct 2017
- Native Medical SupplyMar 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6334799
- Firm CRD
- 140195