Dar Mark Baruchim
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
- Kadima WealthMar 2026 to now
- Northwestern Mutual Investment Services LLCAug 2025 to Dec 2025
- Northwestern Mutual Life Insurance CompanyMar 2025 to Dec 2025
- Atn incNov 2021 to Mar 2025
- UnemployedOct 2020 to Nov 2021
- OurcrowdSep 2019 to Oct 2020
- UnemployedAug 2019 to Sep 2019
- FxcmFeb 2019 to Aug 2019
- QuestradeNov 2017 to Dec 2018
- Northern Equity MerchantsMar 2017 to Nov 2017
- UnemployedOct 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8026550
- Firm CRD
- 305418