Andrew
Despotakis
Mariner Wealth
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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
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
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
Msec, LLC
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
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
Madison, NJ
Leawood, KS
Los Angeles, CA
Los Angeles, CA
Plano, TX
Herndon, VA
Scottsdale, AZ
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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