Bryce Logan Leafman
Investment adviser representative at Mariner
14 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
14 years in the industry.
- MarinerApr 2026 to now
- Ameriprise Financial Services, LLCDec 2025 to Apr 2026
- Massmutual Life Insurance CompanyJan 2025 to Dec 2025
- MML Investors Services, LLCAug 2023 to Dec 2025
- San Jose State UniversityAug 2021 to Aug 2023
- San Francisco SymphonyAug 2020 to Aug 2023
- UnemployedFeb 2020 to Aug 2020
- Billings Symphony OrchestraJun 2019 to Feb 2020
- Full-time StudentAug 2012 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7802981
- Firm CRD
- 140195