Craig
Smith

Mariner Wealth

CRD#4145189
Investment Advisor
in Concord, NH

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About this Advisor

Craig Smith is a financial advisor based in Concord, New Hampshire, working with Mariner Wealth. Craig has previously held positions at Granite Investment Advisors, Inc and Mariner Wealth Advisors. Craig is registered to provide services in New Hampshire. Currently, Craig is part of Mariner Wealth, which operates out of Concord, New Hampshire. 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

Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 North Main St. Ste. 300
Concord, NH 03301

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

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

1,498

NH Average: 44
Total Number of Accounts

132,567

NH Average: 4,091
Average Account Size

$611,818

NH Average: $548,316

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

Craig Smith Work History

2021 - Present (3 years)

Mariner Wealth Advisors

2010 - 2021 (11 years)

Granite Investment Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Craig Smith 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

Cameron Nylec
Villa Park, IL
Jonathan Straub
Los Angeles, CA
Hunter Neumayer
Minneapolis, MN
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Paul Cantor
Sarasota, FL
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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