Christopher
Maxtone-Graham
Mariner Independent
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About this Advisor
Christopher Maxtone-Graham is a financial advisor based in Dallas, Texas, working with Mariner Independent. Christopher has previously held positions at Vail Capital Management, LLC, Morgan Stanley Private Bank, N.A, Mariner Platform Solutions, Robert W. Baird, Morgan Stanley, and Morgan Stanley Private Bank, National Association. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Christopher is part of Mariner Independent, which operates out of Dallas, Texas. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Maxtone-Graham Work History
Vail Capital Management, LLC
Mariner Platform Solutions
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley
Robert W. Baird
Disclosures
Please visit the SEC profile of Christopher Maxtone-Graham 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 Independent
Newport Beach, CA
Annapolis, MD
Los Angeles, CA
Brookline, MA
Ramsey, NJ
Thousand Oaks, CA
Florham Park, NJ
Palos Verdes Peninsula, CA
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