Chase
Mauro
Mariner Platform Solutions
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About this Advisor
Chase Mauro is a financial advisor working out of Bellingham, Washington who has 1 year of relevant experience. Mauro is an advisor for Mariner Platform Solutions. Over the course of their career, they have held roles at Ubs Financial Services Inc, Muffy'S International Kindergarten, University Of Oregon, Mariner Platform Solutions and Mauro Capital Management, LLC. Mauro holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Mariner Platform Solutions is a company operating out of Leawood, KS. The firm has offices in 33 locations and a total of 75 employees. It handles $3 billion in total assets among its 6,916 accounts, making it one of the biggest firms in the United States by assets under management. Of its 6,916 client accounts, 37% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually are based on the financial services provided. However, fee types billed by Mariner Platform Solutions may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
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
Chase has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Mauro Capital Management, LLC
Ubs Financial Services Inc
Muffy'S International Kindergarten
University Of Oregon
*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 Chase Mauro 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 Platform Solutions
East Greenwich, RI
Wimberley, TX
Athens, GA
Hollywood, FL
Leawood, KS
Valley Village, CA
New York, NY
Brookline, MA
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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