Andy Mai
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Mariner Managed Account Solutions, LLCJan 2024 to now
- MarinerApr 2020 to now
- Baystate Wealth ManagementJan 2023 to Dec 2023
- Baystate Wealth ManagementJan 2021 to Dec 2022
- Baystate Wealth ManagementSep 2019 to Dec 2020
- MML Investors Services, LLCMar 2017 to Nov 2021
- Metlife Securities Inc.Jun 2015 to Mar 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mariner
Legal name: Mariner Managed Account Solutions, LLC
$2.8BAssets managed
3,537Clients
6Advisers
16 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
- 6364182
- Firm CRD
- 151664