Catherine Michelle Anderson
Investment adviser representative at Mariner
15 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
15 years in the industry.
- MarinerSep 2025 to now
- Encompass More Investments, LLCJan 2023 to Sep 2025
- Encompass More Asset Management LLCAug 2022 to Sep 2025
- Verity Asset ManagementApr 2019 to Dec 2022
- Verity Investments, Inc.Apr 2019 to Sep 2022
- Appreciation FinancialMar 2019 to Jan 2023
- Next FinancialOct 2018 to Mar 2019
- Baltimore Life InsuranceApr 2018 to Jul 2018
- Ritter Insurance MarketingOct 2017 to Aug 2018
- UnemployedJun 2017 to Sep 2017
- SheetzMar 2017 to May 2017
- UnemployedJan 2017 to Mar 2017
- Penn State UnivAug 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7010252
- Firm CRD
- 140195