Ashley
Quick
Mariner Wealth Advisors
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About this Advisor
Ashley Quick is a financial advisor who works out of Scottsdale, Arizona, with 3 years of industry experience. Quick currently works for Mariner Wealth Advisors. Throughout their career, Quick has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Push Models, Mariner Wealth Advisors and Msec, LLC. Quick maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Kansas. Mariner Wealth Advisors is a firm that has its headquarters in Leawood, KS. The company has offices in 68 locations and a total of 1,465 advisors. It has $66 billion in assets under management between its 112,465 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 128 charities and foundations. Of its 112,465 client accounts, 34% are associated with high-net-worth clients who have at least $1 million in investable assets. Mariner Wealth Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors depend on which service is provided. Fees charged by Mariner Wealth Advisors most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Ashley Quick Work History
Ashley has been registered as a financial advisor for 3 years.*
Mariner Wealth Advisors
Msec, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Push Models
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashley Quick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth Advisors
Cincinnati, OH
Cincinnati, OH
Greenville, SC
Irvine, CA
Leawood, KS
Concord, NH
Kingsport, TN
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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