Joshua Douglas Buri
Investment adviser representative at Mariner
10 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
10 years in the industry.
- MarinerMay 2026 to now
- Mariner Wealth AdvisorsFeb 2026 to now
- UnemployedOct 2025 to Feb 2026
- Zevenbergen Capital InvestmentsSep 2025 to Oct 2025
- GraduatedJun 2025 to Sep 2025
- University of WashingtonSep 2024 to Jun 2025
- Moss AdamsJun 2024 to Aug 2024
- University of WashingtonAug 2023 to Jun 2024
- Sambica Summer CampJun 2023 to Aug 2023
- Univerisity of WashingtonAug 2022 to Jun 2023
- Sambica Summer CampJun 2022 to Aug 2022
- University of WashingtonSep 2021 to Jun 2022
- Mercerwood Shore ClubMay 2019 to Jun 2022
- Mercer Island High SchoolAug 2016 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8261443
- Firm CRD
- 140195