Unclaimed Profile

Michael Francis Welker

MARINER INSTITUTIONAL, LLC·WINTER PARK, Florida

Series 65Clean record22 years registeredMARINER INSTITUTIONAL, LLC

531 W MORSE BLVD, WINTER PARK, FL 32789CRD# 4738425Firm CRD# 111964

Profile Verification

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

Identity

Michael Francis Welker · WINTER PARK, FL

Registration

CRD #4738425 · MARINER INSTITUTIONAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARINER INSTITUTIONAL, LLC

MARINER INSTITUTIONAL, LLC

Jan 2004 – Nov 2024

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 22, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER INSTITUTIONAL, LLC

CRD 111964 · SEC 801-58253

AUM

$977M

Regulatory assets under management

Employees

24 client accounts

Services offered by MARINER INSTITUTIONAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARINER INSTITUTIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Francis Welker offer?

Michael Francis Welker specializes in Investment Management.

What are Michael Francis Welker's credentials?

Michael Francis Welker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Francis Welker located?

Michael Francis Welker is based in WINTER PARK, Florida, last registered with MARINER INSTITUTIONAL, LLC.

How does Michael Francis Welker charge for services?

Michael Francis Welker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER INSTITUTIONAL, LLC?

MARINER INSTITUTIONAL, LLC has approximately 90 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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