Mitchell
Mroczkowski

Mariner Wealth Advisors

CRD#7121523
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Mitchell Mroczkowski is a financial advisor operating in Pittsburgh, Pennsylvania with 2 years of relevant experience. Mroczkowski is currently employed by Mariner Wealth Advisors. Their career trajectory has included roles at Commonwealth Advisory Group, LTD, Woodland Hills School District, University Of Pittsburgh, Robert Morris University, Riley Financial Strategies Group and Mariner Wealth Advisors. Mroczkowski has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Mariner Wealth Advisors is a registered investment company operating out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 financial advisors. It oversees $66 billion in assets under management across its 112,465 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 128 charities and foundations. Of its 112,465 customer accounts, 34% belong to high-net-worth clients who have at least $1 million in assets available to invest. Mariner Wealth Advisors has 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 management fees largely are based on the services. Fees billed by Mariner Wealth Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Office Location

1910 Cochran Road Manor Oak Two, Suite 100
Pittsburgh, PA 15220

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

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

1,465

PA Average: 44
Total Number of Accounts

112,465

PA Average: 4,091
Average Account Size

$585,734

PA 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

Mitchell Mroczkowski Work History

Mitchell has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mariner Wealth Advisors

2021 - 2021 (< 1 year)

Commonwealth Advisory Group, LTD

2019 - 2020 (1 year)

Robert Morris University

2019 - 2019 (< 1 year)

Riley Financial Strategies Group

2018 - 2019 (1 year)

Robert Morris University

2017 - 2020 (3 years)

Woodland Hills School District

2016 - 2018 (2 years)

University Of Pittsburgh

2011 - 2016 (5 years)

Woodland Hills School District

*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 Mitchell Mroczkowski 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

Aaron Dues
El Segundo, CA
Elizabeth Harding
Leawood, KS
Jonathon Bresnen
Cincinnati, OH
Niza Oun-Nguyen
Irvine, CA
Steven Gillhaus
Villa Park, IL
Benjamin Agron
Danville, CA
Shaun Newkirk
Leawood, KS
Jonathan Weidler
Cincinnati, OH

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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