David Andrew Desorbo
Investment adviser representative at Mariner
13 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
13 years in the industry.
- MarinerAug 2026 to now
- UnemployedMay 2026 to Aug 2026
- Strategic Financial ServicesMay 2026 to May 2026
- Northwestern Mutual Wealth Management CompanyJun 2024 to Apr 2026
- Aaron Douglas RothMar 2024 to Apr 2026
- Northwestern Mutual Investment Services LLCDec 2023 to Apr 2026
- Northwestern Mutual Life Insurance CompanyAug 2023 to Mar 2024
- Landpro EquipmentJun 2023 to Aug 2023
- StudentJun 2022 to Jun 2023
- Knapp and Schlappi Lumber CompanyJun 2021 to Jun 2022
- StudentAug 2013 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
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
- 7792721
- Firm CRD
- 140195