Robert Joseph Abraham
Investment adviser representative at Mariner
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- MarinerSep 2022 to now
- Mariner Wealth AdvisorsSep 2022 to now
- Charles Schwab & Co., Inc.Aug 2020 to Sep 2022
- TD AmeritradeJul 2019 to Aug 2020
- Northwestern MutualMay 2018 to May 2019
- University of Michigan TelefundJul 2017 to Dec 2017
- University of MichiganSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (KS, MI).
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
- 6894531
- Firm CRD
- 140195