Marcus
Griffin

Mariner Platform Solutions

CRD#4187137
Investment Advisor
in San Juan Capistrano, CA

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About this Advisor

Marcus Griffin is a chartered financial analyst operating in San Juan Capistrano, California with a total of 1 year of relevant experience. Griffin is on the advisory team at Mariner Platform Solutions. Their career trajectory has included roles at Glenmore Advisors, LLC, Crawford Investment Counsel, Inc, Narrow Gate Wealth Management LLC, Narrow Gate Wealth Management and Mariner Platform Solutions. Griffin is approved to operate in California and Texas. Mariner Platform Solutions is a financial advisory business that has its headquarters in Leawood, KS. The investment advisory business has offices in 33 locations and a total of 75 advisors. It handles $3 billion in assets under management across its 6,916 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 6,916 client accounts, 37% are held by high-net-worth clients who have at least $1 million in assets available to invest. Mariner Platform Solutions provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely depend on which services the firm provides the client. Fee types charged by Mariner Platform Solutions most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

32302 Camino Capistrano Ste. 210
San Juan Capistrano, CA 92675

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Mariner Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

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

75

CA Average: 44
Total Number of Accounts

6,916

CA Average: 4,091
Average Account Size

$442,159

CA 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

Marcus Griffin Work History

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

2022 - Present (2 years)

Narrow Gate Wealth Management

2022 - Present (2 years)

Mariner Platform Solutions

2021 - 2022 (1 year)

Narrow Gate Wealth Management LLC

2013 - 2021 (8 years)

Crawford Investment Counsel, Inc

2011 - 2013 (2 years)

Glenmore 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 Marcus Griffin 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

Branch Lawson
Athens, GA
Chadwick Canine
Wimberley, TX
Megan Logee
East Greenwich, RI
Chase Mauro
Bellingham, WA
Alfred Cantilina
New York, NY
Brandon Berman
Agoura Hills, CA
Elizabeth Schneider
Stevens Point, WI
Rehan Chaudhry
Valley Village, 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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