Cynthia Davila Kurz
Investment adviser representative at Mariner
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- MarinerJun 2024 to now
- Mariner Wealth AdvisorsMar 2024 to now
- Aspire Planning AssociatesSep 2021 to Feb 2024
- Nasa Federal Credit UnionApr 2019 to Aug 2021
- Jsk Financial ServicesNov 2017 to Apr 2019
- Unemployed and Extended TravelSep 2017 to Nov 2017
- UnemployedJun 2017 to Aug 2017
- V.I.T.AJan 2017 to Apr 2017
- Faro Investment ManagementJun 2016 to Nov 2016
- University of Maryland, Global CampusAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 6666773
- Firm CRD
- 140195