Madison Suzanne Held
Investment adviser representative at Mariner Independent
11 yearsExperience
2 statesRegistered in
$7.3BFirm assets
7 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
11 years in the industry.
- Mariner IndependentMar 2022 to now
- Mariner Platform SolutionsMar 2022 to now
- Nelson Wealth Management, LLCMar 2022 to now
- Adviceperiod, LLCAug 2020 to Mar 2022
- Fauquier Springs Country ClubMay 2018 to Sep 2018
- Fauquier Springs Country ClubMay 2017 to Sep 2017
- Nelson Financial Partners, LLCMay 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 6488166
- Firm CRD
- 305418