Eric
Adler

Mariner Wealth

CRD#2113992
Investment Advisor
in Mcminnville, OR

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About this Advisor

Eric Adler is a financial advisor based in Mcminnville, Oregon, working with Mariner Wealth. Eric has previously held positions at Financial Benefits Resources, Cetera Advisors, Cascadia Advisory Services, LLC, and Mariner Wealth Advisors. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Eric is part of Mariner Wealth, which operates out of Mcminnville, Oregon. 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

Series 63, Series 66

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

Office Location

207 Ne 19Th Street, Suite 302
Mcminnville, OR 97128

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

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

1,498

OR Average: 44
Total Number of Accounts

132,567

OR Average: 4,091
Average Account Size

$611,818

OR Average: $548,316

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

Eric Adler Work History

2021 - Present (4 years)

Mariner Wealth Advisors

2017 - 2021 (4 years)

Cascadia Advisory Services, LLC

2012 - 2021 (9 years)

Cetera Advisors

2003 - 2021 (18 years)

Financial Benefits Resources

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Adler 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

Brian Mcguire
Herndon, VA
Chad Weatherman
Raleigh, NC
Paul Cantor
Sarasota, FL
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
B Mackie
Atlanta, GA
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

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