Molly Sheehan Talty
Investment adviser representative at Mariner Independent
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$7.3BFirm 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.
- Mariner IndependentMay 2026 to now
- Mariner Platform SolutionsMay 2026 to now
- Logarus Wealth SolutionsAug 2024 to now
- Crescent Wealth PartnersOct 2020 to Aug 2024
- Msi Global Transformation SolutionsMay 2019 to Aug 2020
- Plymouth State UniversityAug 2015 to May 2019
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NH).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 7312936
- Firm CRD
- 305418