M
Mariner Holdings
United States
Founded in
2006 (20 Years)
Founded
Last online: No recent activity
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OVERALL SCORE
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Security Information
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Mariner Holdings
Company Information
Get to know Mariner Holdings
Founded in 2006 and operating publicly as Mariner Wealth Advisors, the firm was established on the principle of acting as a client's advocate, providing comprehensive and customized wealth management services. Its mission is to help clients and their families navigate their financial future, solve their financial challenges, and achieve their goals. The company has grown significantly through both organic expansion and strategic acquisitions of other advisory firms across the United States, offering a wide range of services including financial planning, investment management, retirement planning, tax services, and estate planning to a diverse client base of individuals, families, and institutions.
Industry
- Financial Wealth ManagementPRIMARY
- Financial Other Service
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