Edward Meyer
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.
- MarinerFeb 2026 to now
- Charles Schwab Bank, SsbMay 2023 to Feb 2026
- Charles Schwab & Co., Inc.May 2023 to Aug 2025
- Silicon Valley BankSep 2021 to May 2023
- Svb Investment Services Inc.Sep 2021 to May 2023
- Charles Schwab & Co., Inc.Aug 2019 to Sep 2021
- FaureciaMay 2018 to Jul 2019
- CumminsJan 2017 to May 2018
- Donner Aquatic CenterMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7168963
- Firm CRD
- 140195