Alan
Gelb
Mariner Platform Solutions
Answer a few questions and
get matched with an advisor.
About this Advisor
Alan Gelb is a certified financial planner based out of Los Angeles, California with a total of 1 year of industry experience. Gelb is an advisor for Mariner Platform Solutions. Throughout their career, Gelb has worked at Wescap Management Group, Inc, Mariner Platform Solutions and Adviceperiod, LLC. Gelb has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California. Mariner Platform Solutions is a financial advisory firm operating out of Leawood, KS. It has offices in 33 locations and a total of 75 financial advisors. It manages $3 billion in assets under management between its 6,916 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 6,916 client accounts, 37% are held by high-net-worth individuals who have at least $1 million in assets. The business has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees typically are based on which services are provided. However, fee types billed by Mariner Platform Solutions most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Alan Gelb Work History
Alan has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Adviceperiod, LLC
Wescap Management Group, Inc
*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 Alan Gelb 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 Platform Solutions
Athens, GA
Wimberley, TX
East Greenwich, RI
Brookline, MA
New York, NY
Warrenton, VA
Calabasas, CA
Bellingham, WA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
