Cory
Allen

Mariner Wealth Advisors

CRD#5296974
Investment Advisor
in New York, NY
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About this Advisor

Cory Allen is a certified financial planner operating in New York, New York, who has been in the advisory business for 11 years. Allen is currently employed by Mariner Wealth Advisors. Their career trajectory has included roles at Hartford Life Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Cco Investment Services Corp, Lpl Financial LLC, Mariner Wealth Advisors and Msec, LLC. Allen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Mariner Wealth Advisors is a business headquartered in New York, New York. The firm has offices in 24 locations and a total of 143 employees. It oversees $7 billion in total assets among its 15,767 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 71 charities and foundations. Of its 15,767 customer accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. Mariner Wealth Advisors has a broad set 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. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Mariner Wealth Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

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

Disclosures

Yes

Office Location

1500 Broadway, 27Th Floor
New York, NY 10036

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$22,043,093,873

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

555

NY Average: 44
Total Number of Accounts

44,018

NY Average: 4,091
Average Account Size

$500,775

NY Average: $548,316

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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

Cory Allen Work History

Cory has 11 years of experience.

2017 - Present (2 years)

Msec, LLC

2015 - Present (4 years)

Mariner Wealth Advisors

2012 - 2015 (3 years)

Lpl Financial LLC

2011 - 2012 (1 years)

Hartford Life Distributors, LLC

2009 - 2011 (2 years)

Cco Investment Services Corp

2007 - 2009 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

Disclosures

Cory Allen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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