Matthew T Melvin
Investment adviser representative at Mariner
13 yearsExperience
2 statesRegistered in
$125.4BFirm assets
20 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
13 years in the industry.
- MarinerMay 2024 to now
- Mariner Wealth AdvisorsJan 2024 to now
- Adp Broker-dealer, Inc.Mar 2023 to Jan 2024
- Adp, Inc.Mar 2023 to Jan 2024
- N/aOct 2022 to Mar 2023
- Charles Schwab & Co., Inc.Jun 2022 to Oct 2022
- Uber EatsSep 2020 to Jun 2022
- Investors Bancorp IncSep 2019 to Jun 2022
- TD Bank, N.A.Feb 2016 to Aug 2019
- N/aSep 2011 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7535663
- Firm CRD
- 140195