Samuel
Curran
Mariner Wealth Advisors
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About this Advisor
Samuel Curran is a financial advisor who works out of Cincinnati, Ohio, who has 4 years of industry experience. Curran works at Mariner Wealth Advisors. Throughout their career, Curran has worked at Mariner Wealth Advisors, Cleararc Capital and Fifth Third Bank. Curran has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Ohio. Mariner Wealth Advisors is a registered investment business operating out of Leawood, KS. It has offices in 68 locations and a total of 1,465 people on staff. It controls $66 billion in assets among its 112,465 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 128 charities and foundations. Of its 112,465 client accounts, 34% are held by high-net-worth clients who have at least $1 million in assets available to invest. Mariner Wealth Advisors performs a number of services, such as 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 vary depending on the type of financial services. Fee types billed by Mariner Wealth Advisors can consist 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
Samuel Curran Work History
Samuel has been registered as a financial advisor for 4 years.*
Mariner Wealth Advisors
Cleararc Capital
Fifth Third Bank
Cleararc Capital
*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 Samuel Curran 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
Leawood, KS
New York, NY
Leawood, KS
Irvine, CA
Kingsport, TN
Plano, TX
Littleton, CO
Tulsa, OK
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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