Aryeh Moses Mentzel
Investment adviser representative at Mariner Independent
16 yearsExperience
1 stateRegistered in
$7.3BFirm assets
7 yearsFirm in business
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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
16 years in the industry.
- Mariner IndependentMay 2023 to now
- Carbon Wealth ManagementMay 2023 to now
- Mariner Platform SolutionsMay 2023 to now
- Gladstone Wealth PartnersOct 2021 to May 2023
- LPL Financial LLCOct 2021 to May 2023
- Citigroup, Inc.May 2010 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7448464
- Firm CRD
- 305418