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Timothy A Skelton ii

Investment adviser representative at Mariner
11 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

11 years in the industry.

  1. MarinerMay 2024 to now
  2. Mariner Wealth AdvisorsApr 2024 to now
  3. Bank of America, N.A.Jan 2023 to Apr 2024
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Apr 2024
  5. Capfinancial Partners LLC (captrust)Dec 2020 to Sep 2022
  6. Capfinancial Securities LLCDec 2020 to Sep 2022
  7. Fidelity Brokerage Services LLCDec 2019 to Nov 2020
  8. US Postal ServiceNov 2019 to Nov 2019
  9. KrogerSep 2019 to Dec 2019
  10. UnemployedMay 2019 to Sep 2019
  11. Dillard & Apos;s Distribution CenterJan 2019 to Apr 2019
  12. Best BuyAug 2018 to Dec 2018
  13. Athens Country ClubJun 2016 to Jul 2018
  14. Valdosta State UniversityAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
7206436
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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