Ian
Murray
Mariner Platform Solutions
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About this Advisor
Ian Murray is a financial advisor who works out of Ramsey, New Jersey with a total of 1 year of relevant experience. Murray currently works for Mariner Platform Solutions. The advisor has gained experience at Ameriprise Financial Services, LLC, Full Time Student - Bloomsburg University Of Pa, Tognetti Property Maintenance, Sports And Swim Camp, Full Time Student - Newton High School, Perona Farms, Mariner Platform Solutions and Sidebar Advisors. Murray has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Mariner Platform Solutions is a registered investment firm operating out of Leawood, KS. The firm has offices in 33 locations and a total of 75 employees. It has $3 billion in assets under management across its 6,916 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 6,916 customer accounts, 37% belong to high-net-worth investors who have greater than $1 million in investable assets. Mariner Platform Solutions offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management depend on which services are offered. However, fees charged by Mariner Platform Solutions most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ian Murray Work History
Ian has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Sidebar Advisors
Ameriprise Financial Services, LLC
Full Time Student - Bloomsburg University Of Pa
Tognetti Property Maintenance
Full Time Student - Bloomsburg University Of Pa
Tognetti Property Maintenance
Full Time Student - Bloomsburg University Of Pa
Sports And Swim Camp
Full Time Student - Bloomsburg University Of Pa
Full Time Student - Newton High School
Perona Farms
Full Time Student - Newton High School
Perona Farms
Full Time Student - Newton High School
*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 Ian Murray 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
Athens, GA
East Greenwich, RI
Wimberley, TX
Leawood, KS
Valley Village, CA
Warrenton, VA
Hollywood, FL
Brookline, MA
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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