Marc
Russell
Mariner Wealth Advisors
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About this Advisor
Marc Russell is a chartered financial analyst based in Delray Beach, Florida with 1 year of industry experience. Russell is an advisor for Mariner Wealth Advisors. Throughout their career, Russell has worked at Convergent Wealth Advisors, LLC, City National Securities, Adviceperiod, LLC and Mariner Wealth Advisors. Russell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Florida. Mariner Wealth Advisors is an advisory company that has its headquarters in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 financial advisors. It has $66 billion in assets under management among its 112,465 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 128 charitable organizations. Of its 112,465 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Mariner Wealth Advisors offers a diverse range 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. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Mariner Wealth Advisors 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 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
Marc Russell Work History
Marc has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Adviceperiod, LLC
City National Securities
Convergent Wealth Advisors, 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 Marc Russell 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
Leawood, KS
Cincinnati, OH
Danville, CA
Irvine, CA
Sioux Falls, SD
Leawood, KS
Leawood, KS
Greenville, SC
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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