Caleb Stewart Briggs
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.
- MarinerJan 2026 to now
- MarinerMay 2025 to Aug 2025
- MarinerMay 2024 to Aug 2024
- Usf Veterans Office Work StudyJan 2023 to Dec 2025
- Army National GuardNov 2022 to Nov 2025
- Lego StoreNov 2022 to Jan 2023
- University of South FloridaAug 2022 to Dec 2025
- US ArmyMay 2018 to Nov 2022
- WalgreensMay 2017 to Feb 2018
- High SchoolJan 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8252210
- Firm CRD
- 140195