Daniela
De Castro Martins
Mariner Wealth Advisors
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About this Advisor
Daniela De Castro Martins is a financial advisor operating out of Miami, Florida with a total of 4 years of relevant experience. De Castro Martins works at Mariner Wealth Advisors. Throughout their career, De Castro Martins has worked at Ubs Financial Services Inc, Insight Securities, Inc, Arbitrage Consulting LLC, Msec, LLC and Mariner Wealth Advisors. De Castro Martins maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Mariner Wealth Advisors is a financial advisory business operating out of Leawood, KS. It has offices in 68 locations and a total of 1,465 advisors. It has $66 billion in assets under management between its 112,465 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 128 charities and foundations. Of its 112,465 accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. Mariner Wealth Advisors offers a number 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 usually are based on which services are provided. However, fee types billed by Mariner Wealth Advisors can include any blend 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
Daniela De Castro Martins Work History
Daniela has been registered as a financial advisor for 4 years.*
Msec, LLC
Mariner Wealth Advisors
Insight Securities, Inc
Arbitrage Consulting LLC
Ubs Financial Services 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 Daniela De Castro Martins 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
Danville, CA
Leawood, KS
Greenville, SC
Irvine, CA
Kingsport, TN
Leawood, KS
Littleton, CO
Leawood, KS
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