Andrew
Smith
Mariner Wealth
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About this Advisor
Andrew Smith is a financial advisor based in Littleton, Colorado, working with Mariner Wealth. Andrew has previously held positions at The Ayco Company, L.P./Mercer Allied, Weaver Wealth Management, Personal Capital Advisors Corporation, and Mariner Wealth Advisors. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Andrew is part of Mariner Wealth, which operates out of Littleton, Colorado. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
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 Smith Work History
Mariner Wealth Advisors
Personal Capital Advisors Corporation
The Ayco Company, L.P./Mercer Allied
Weaver Wealth Management
Disclosures
Please visit the SEC profile of Andrew Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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