Mariner Institutional, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

111964

SEC number

801-58253

Firm type

RIA

Assets under management

$2.8B as of Jun 26, 2026

Website

www.marinerwealthadvisors.com/our-services/business/mariner-institutional ↗

Phone

844-442-6326

Address

531 W Morse Blvd, Winter Park, FL, 32789

Advisors at this firm

15 in our index · page 1 of 1

• Eric Michael BokeschCRD 4430340 · West Chester, OH
  IA RegisteredRegistration inactive
• Richard J ChaffeeCRD 5958895 · Overland Park, KS
  IA RegisteredRegistration inactive
• Timothy Shepard DuncanCRD 3004592 · Winter Park, KS
  IA RegisteredRegistration inactive
• Thomas Charles HardyCRD 4688592 · Tulsa, OK
  IA RegisteredRegistration inactive
• Daniel Vancleve JohnsonCRD 4761575 · Winter Park, FL
  IA Registered
• David Franklin KingCRD 6761726 · Cincinnati, OH
  IA Registered
• Jacob William LecluyseCRD 7051062 · Overland Park, KS
  IA RegisteredRegistration inactive
• Tami Lynn LedgerCRD 5791165 · Omaha, NE
  IA Registered
  Disclosure event(s) on record
• Angelyn RossonCRD 2834231 · Overland Park, KS
  IA RegisteredRegistration inactive
• Christopher John RiversCRD 2634601 · Rockland, MA
  IA RegisteredRegistration inactive
• Kenneth George SeropianCRD 2981821 · Rockland, MA
  IA Registered
• David Kent StoferCRD 1311305 · Overland Park, KS
  IA RegisteredRegistration inactive
• Patrick Buckley SullivanCRD 7170617 · Overland Park, KS
  IA Registered
• James Jason TinsleyCRD 5425393 · Overland Park, KS
  IA Registered
• Robert Lee WoodardCRD 1194456 · Overland Park, KS
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.