Maxim Boris Pogorelov
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- MarinerJul 2025 to now
- Swarthmore CollegeSep 2024 to Jun 2025
- UBS Financial ServicesJun 2024 to Aug 2024
- Swarthmore CollegeSep 2023 to May 2024
- UBS Financial ServicesMay 2023 to Aug 2023
- Swarthmore CollegeAug 2021 to Apr 2023
- In Home Supportive SvcJan 2020 to Jul 2021
- UnemployedJan 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7729020
- Firm CRD
- 140195