Unclaimed Profile

Brendan Whitmore Yester

MARINER FINANCIAL GROUP, LLC·GLASTONBURY, Connecticut

Clean recordMARINER FINANCIAL GROUP, LLC

223 EASTERN BLVD, GLASTONBURY, CT 06033CRD# 5246722Firm CRD# 287649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brendan Whitmore Yester · GLASTONBURY, CT

Registration

CRD #5246722 · MARINER FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brendan Whitmore Yester is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with MARINER FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MARINER FINANCIAL GROUP, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARINER FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5246722

Firm CRD# 287649

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brendan Whitmore Yester offer?

Brendan Whitmore Yester specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GLASTONBURY, Connecticut for a consultation.

What are Brendan Whitmore Yester's credentials?

Brendan Whitmore Yester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brendan Whitmore Yester located?

Brendan Whitmore Yester is based in GLASTONBURY, Connecticut, working with MARINER FINANCIAL GROUP, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Brendan Whitmore Yester charge for services?

Brendan Whitmore Yester's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER FINANCIAL GROUP, LLC?

MARINER FINANCIAL GROUP, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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