Phillip Alexander Edwards
Investment adviser representative at Mariner Independent
10 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
10 years in the industry.
- Mariner IndependentMay 2026 to now
- Mariner Platform SolutionsMay 2026 to now
- Value87 Investment PartnersApr 2026 to now
- Focus Partners Wealth, LLCJan 2026 to Apr 2026
- Kovitz Investment Group Partners, LLCJul 2020 to Dec 2025
- United AirlinesMay 2018 to Aug 2018
- Kuwait-america FoundationMay 2017 to Aug 2017
- Morehouse CollegeSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7697931
- Firm CRD
- 305418