Coleman Edward Chamarro
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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.
- MarinerJun 2026 to now
- Janney Montgomery Scott LLCApr 2023 to Jun 2026
- Valmark Securities, Inc.Jan 2022 to Apr 2023
- W3 Wealth Advisors, LLCJan 2022 to Feb 2023
- W3 Wealth Management GroupDec 2021 to Feb 2023
- UnemployedSep 2021 to Nov 2021
- J.P. Morgan Securities LLCMar 2021 to Aug 2021
- JPMorgan Chase Bank, N.A.Mar 2021 to Aug 2021
- UnemployedJan 2020 to Feb 2021
- Ohio UniversityAug 2018 to Dec 2019
- Professional Furniture DeliveryMay 2017 to Jul 2018
- Trove WarehouseMay 2017 to Jul 2018
- UnemployedAug 2016 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
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
- 7356766
- Firm CRD
- 140195