Chase
Mauro
Mariner Independent
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About this Advisor
Chase Mauro is a financial advisor based in Bellingham, Washington, working with Mariner Independent. Chase has previously held positions at UBS Financial Services Inc, Muffy's International Kindergarten, University of Oregon, Mariner Platform Solutions, and Mauro Capital Management, LLC. Chase has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Chase is part of Mariner Independent, which operates out of Bellingham, Washington. 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
Chase Mauro Work History
Mariner Platform Solutions
Mauro Capital Management, LLC
Ubs Financial Services Inc
Muffy'S International Kindergarten
University Of Oregon
Disclosures
Please visit the SEC profile of Chase Mauro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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