Andrew
Despotakis
Mariner Wealth Advisors
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About this Advisor
Andrew Despotakis is a certified financial planner who works out of Manasquan, New Jersey with a total of 1 year of industry experience. Despotakis currently works for Mariner Wealth Advisors. Over the course of their career, Despotakis has held roles at Macro Consulting Group, Ela Financial Group, Atlantic Stewardship Bank, William Paterson University Of New Jersey, Staples, 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 and Mariner Wealth Advisors. Despotakis holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Mariner Wealth Advisors is a business that has its headquarters in Leawood, KS. The company has offices in 68 locations and a total of 1,465 employees. It oversees $66 billion in total assets among its 112,465 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 128 charitable organizations. Of its 112,465 customer accounts, 34% are held by high-net-worth clients who have at least $1 million in assets. Mariner Wealth Advisors performs 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. Fees for financial management typically are based on which services the firm provides the client. Fee types charged by Mariner Wealth Advisors may include some 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
Andrew Despotakis Work History
Andrew has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Monument Fingerboards
Andrew Despotakis Piano Composer
Lpl Financial LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services
Ela Financial Group, Inc
Cetera Advisor Networks LLC
Mutual Securities, Inc
Macro Consulting Group
Macro Consulting Group
Lpl Financial, LLC
Ela Financial Group
Atlantic Stewardship Bank
William Paterson University Of New Jersey
Staples
*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 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 Advisors
Greenville, SC
Cincinnati, OH
Leawood, KS
Irvine, CA
Tulsa, OK
Danville, CA
Kingsport, TN
Littleton, CO
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.
