Andrew
Newell

Mariner Wealth Advisors

CRD#7353173
Investment Advisor
in Ventura, CA

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About this Advisor

Andrew Newell is a financial advisor operating out of Ventura, California who has 1 year of industry experience. Newell works at Mariner Wealth Advisors. During their career, the advisor has held roles at Western International Securities, Inc, South Australia Police and Mariner Wealth Advisors. Newell holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California. Mariner Wealth Advisors is a company headquartered in Leawood, KS. The firm has offices in 68 locations and a total of 1,465 advisors. It has $66 billion in assets among its 112,465 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 128 charities and foundations. Of its 112,465 client accounts, 34% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a wide set of services, including 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. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees charged by Mariner Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

58 N. Ash Street
Ventura, CA 93001

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

CA Average: $2,243,162,756
Total Number of Employees

1,465

CA Average: 44
Total Number of Accounts

112,465

CA Average: 4,091
Average Account Size

$585,734

CA Average: $548,316

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

Andrew Newell Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Wealth Advisors

2021 - 2022 (1 year)

Western International Securities, Inc

2010 - 2020 (10 years)

South Australia Police

*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 Andrew Newell 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

Shaun Newkirk
Leawood, KS
Herbert Pease
Danville, CA
Kayla Creamer
Plano, TX
Niza Oun-Nguyen
Irvine, CA
Hannah Newberry
Kingsport, TN
Ashton Lawrence
Greenville, SC
Michelle Freres
Littleton, CO
Michael Mcandrews
Tulsa, OK

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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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.

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