Gerald Marriner
Gerald Marriner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boulder, CO, with 44 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is an independent insurance agent selling fixed annuities, life, accident, health, and long-term care insurance, dedicating a full-time commitment to this. He is also a registered representative for Marriner & Company, president of Capital Appreciation, Inc., and owner/consultant for Mariner Gallery LLC, an art consulting business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Chubb Securities CorporationBroker
Manequity, INC.Broker
Cigna Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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