James
Shagawat
Mariner Platform Solutions
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About this Advisor
James Shagawat is a certified financial planner and chartered financial consultant based in Paramus, New Jersey with 1 year of relevant experience. Shagawat is currently employed by Mariner Platform Solutions. Throughout their career, they have worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, Mariner Platform Solutions and Adviceperiod, LLC. Shagawat is approved to serve investors in New Jersey. Mariner Platform Solutions is a company headquartered in Leawood, KS. It has offices in 33 locations and a total of 75 financial advisors. It oversees $3 billion in assets under management between its 6,916 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 6,916 customer accounts, 37% are held by high-net-worth individuals who have more than $1 million in investable assets. Mariner Platform Solutions performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely vary depending on the services offered. However, fees billed by Mariner Platform Solutions most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
James Shagawat Work History
James has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Adviceperiod, LLC
Shagawat Financial Advisors, LLC
The Baron Financial Group LLC
*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 James Shagawat 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
East Greenwich, RI
Athens, GA
Wimberley, TX
Bellingham, WA
Leawood, KS
Calabasas, CA
Warrenton, VA
New York, NY
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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.
