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Karlye Veryl Byrnes

Investment adviser representative at Mariner
10 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

10 years in the industry.

  1. MarinerJun 2022 to now
  2. Mariner Wealth AdvisorsJun 2022 to now
  3. Emerson Wealth, LLCAug 2018 to May 2022
  4. Merrill LynchJun 2018 to Aug 2018
  5. Bank of America, N.A.Jan 2016 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (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
6959101
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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