Andrew
Despotakis

Mariner Wealth

CRD#6415537
Investment Advisor
in Manasquan, NJ

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About this Advisor

Andrew Despotakis is a financial advisor based in Manasquan, New Jersey, working with Mariner Wealth. Andrew has previously held positions at Macro Consulting Group, Ela Financial Group, Atlantic Stewardship Bank, William Paterson University Of New Jersey, Lpl Financial, LLC, Mutual Securities, Inc, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Brokerage Services, Monument Fingerboards, Andrew Despotakis Piano Composer, Ela Financial Group, Inc, Cetera Advisor Networks LLC, Mariner Wealth Advisors, and Msec, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Andrew is part of Mariner Wealth, which operates out of Manasquan, New Jersey. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

229 East Main Street
Manasquan, NJ 08736

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

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

1,498

NJ Average: 44
Total Number of Accounts

132,567

NJ Average: 4,091
Average Account Size

$611,818

NJ 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

Andrew Despotakis Work History

2023 - Present (1 year)

Msec, LLC

2022 - Present (2 years)

Mariner Wealth Advisors

2021 - Present (3 years)

Monument Fingerboards

2012 - Present (12 years)

Andrew Despotakis Piano Composer

2021 - 2021 (< 1 year)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Wealth Enhancement Group

2021 - 2021 (< 1 year)

Wealth Enhancement Advisory Services, LLC

2021 - 2021 (< 1 year)

Wealth Enhancement Brokerage Services

2021 - 2022 (1 year)

Ela Financial Group, Inc

2021 - 2022 (1 year)

Cetera Advisor Networks LLC

2018 - 2021 (3 years)

Mutual Securities, Inc

2018 - 2021 (3 years)

Macro Consulting Group

2016 - 2018 (2 years)

Macro Consulting Group

2016 - 2018 (2 years)

Lpl Financial, LLC

2014 - 2016 (2 years)

Ela Financial Group

2014 - 2014 (< 1 year)

Atlantic Stewardship Bank

2012 - 2016 (4 years)

William Paterson University Of New Jersey

Disclosures

Please visit the SEC profile of Andrew Despotakis 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

Brian Mcguire
Herndon, VA
Ross Menke
Sioux Falls, SD
Paul Cantor
Sarasota, FL
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Alessandra Dimauro
Fairfield, CT
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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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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