Marc
Rheingold

Mariner Independent Advisor Network, LLC

CRD#1578077
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Marc Rheingold is a financial advisor operating out of Fort Lauderdale, Florida who has 1 year of relevant experience. Rheingold is on the advisory team at Mariner Independent Advisor Network, LLC. Throughout their career, Rheingold has worked at Marc Rheingold & Assoc. Inc, Invest Financial Corporation, Lpl Financial LLC and Strategic Wealth Advisors Group. Rheingold maintains a Series 63 license, certifying them as a securities agent, and is registered to work in Florida. Mariner Independent Advisor Network, LLC is a firm headquartered in Leawood, KS. The company has offices in 94 locations and a total of 237 financial advisors. It has $6 billion in assets under management between its 24,608 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 73 charitable organizations. Of its 24,608 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. Mariner Independent Advisor Network, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on the financial services provided. Fees charged by Mariner Independent Advisor Network, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1950 North Commerce Parkway Suite 1
Fort Lauderdale, FL 33326

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Mariner Independent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,257,201,836

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

237

FL Average: 44
Total Number of Accounts

24,608

FL Average: 4,091
Average Account Size

$254,275

FL Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Marc Rheingold Work History

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

2022 - Present (2 years)

Strategic Wealth Advisors Group

2018 - Present (6 years)

Lpl Financial LLC

1991 - Present (33 years)

Marc Rheingold & Assoc. Inc

2009 - 2018 (9 years)

Invest Financial Corporation

*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 Rheingold 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 Independent Advisor Network, LLC

Alexander Izmailov
Danville, CA
Joseph Gass
Windsor, CA
Jesse Ettlin
Grass Valley, CA
Stuart Arakelian
San Ramon, CA
Sandra Swanson
San Jose, CA
Joshua Mason
Corona, CA
Beau Chandon
Sacramento, CA
Salvador Martinez
Roseville, CA

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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