Patrick
Pryz
Mariner Wealth Advisors
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About this Advisor
Patrick Pryz is a financial advisor based out of Manasquan, New Jersey who has 2 years of industry experience. Pryz works at Mariner Wealth Advisors. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Kbs Capital Markets Group, Funds Distributor, LLC, Mirae Asset Global Investments (Usa) LLC, Wbi Investments Inc, Quasar Distributors, LLC, Millington Securities, Inc and Mariner Wealth Advisors. Pryz maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Mariner Wealth Advisors is a company headquartered in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 people on staff. It has $66 billion in total assets between its 112,465 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 128 charitable organizations. Of its 112,465 accounts, 34% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a broad range 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. A financial advisor's fees typically vary depending on the type of services provided. Fees charged by Mariner Wealth Advisors can consist of some combination 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
Patrick Pryz Work History
Patrick has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisors
Millington Securities, Inc
Wbi Investments Inc
Quasar Distributors, LLC
Funds Distributor, LLC
Mirae Asset Global Investments (Usa) LLC
Kbs Capital Markets Group
Fidelity Brokerage Services LLC
*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 Patrick Pryz 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
Cincinnati, OH
Leawood, KS
Danville, CA
Irvine, CA
Kingsport, TN
Leawood, KS
Leawood, KS
Greenville, SC
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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