Andrew Despotakis
Investment adviser representative at Mariner
14 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
14 years in the industry.
- Msec, LLCApr 2023 to now
- MarinerNov 2022 to now
- Mariner Wealth AdvisorsOct 2022 to now
- Monument FingerboardsApr 2021 to now
- Andrew Despotakis Piano ComposerJan 2012 to now
- Cetera Advisor Networks LLCOct 2021 to Sep 2022
- Ela Financial Group, Inc.Sep 2021 to Oct 2022
- LPL Financial LLCJul 2021 to Sep 2021
- Wealth Enhancement Advisory Services, LLCJul 2021 to Sep 2021
- Wealth Enhancement Brokerage ServicesJul 2021 to Sep 2021
- Wealth Enhancement GroupJul 2021 to Sep 2021
- Mutual Securities, Inc.Jan 2018 to Jun 2021
- LPL Financial, LLCMay 2016 to Jan 2018
- Macro Consulting GroupApr 2016 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6415537
- Firm CRD
- 140195