Danielle I Szikman
Investment adviser representative at Mariner
11 yearsExperience
2 statesRegistered 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.
- MarinerAug 2026 to now
- T. Rowe PriceFeb 2026 to May 2026
- T. Rowe PriceMay 2025 to Aug 2025
- T. Rowe PriceMay 2024 to Aug 2024
- Allegis GroupMay 2023 to Aug 2023
- University of Maryland HillelOct 2022 to Dec 2025
- Allegis GroupMay 2022 to Aug 2022
- University of Mayland College ParkAug 2021 to Dec 2025
- Francesca'sOct 2020 to Aug 2021
- Patriot Pool Services LLCMay 2020 to Aug 2020
- Drd PoolsJun 2019 to Aug 2019
- Franklin High SchoolNov 2017 to Jun 2021
- Garrison Forest SchoolAug 2017 to Nov 2017
- Franklin Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, MD).
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
- 8102589
- Firm CRD
- 140195