Michael Patrick Doyle
Investment adviser representative at Mariner
15 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$125.4BFirm assets
Are you Michael Patrick Doyle? Claim your profile
Contact this firm
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
15 years in the industry.
- MarinerJan 2026 to now
- Cookson Peirce & Co., IncMar 2022 to Jan 2026
- The Coury FirmJun 2020 to Feb 2022
- Veritable LPJun 2011 to May 2020
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7515022
- Firm CRD
- 140195