Mariner Institutional, LLC

Overview

Mariner Institutional, LLC is an SEC registered investment adviser based in Winter Park, FL, registered since 2001. It reports $2.8B in assets under management across 59 accounts, with 148 employees. It has 7 investment adviser representatives.

Reported AUM

$2.8B

Discretionary

100%

Accounts

59

Average account

$47.8M

Employees

148

Advisory reps

7

Registered since

2001

Jurisdictions

19

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 8

• Martin Christopher Bicknell Chief Executive Officer CRD 2007121
• Bryan Emerson Bakardjiev National Managing Director, Head of Mariner Institutional CRD 4926641
• Bradley Duane Rollins Deputy Chief Investment Officer CRD 5546873

5 more executive officers, with direct contact details

Advisory reps 3 of 7

• Adam M Dietz Investment Adviser Rep CRD 6758366
• Daniel Vancleve Johnson Investment Adviser Rep CRD 4761575
• David Franklin King Investment Adviser Rep CRD 6761726

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

531 W Morse Blvd Ste 200
Winter Park, FL 32789

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: marinerwealthadvisors.com/southeastern-advisory-services/?utm_source=redirect&utm_medium=southeastern&utm_campaign=w

Every state, with registration dates

Similar firms near Winter Park

• Deprince, Race & Zollo, Inc.Winter Park, FL$5.9B AUM
• Advus Financial Partners, LLCWinter Park, FL$4B AUM
• Ceredex Value Advisors LLCWinter Park, FL$3.4B AUM
• American Financial Advisors IncWinter Park, FL$1.3B AUM
• Orange Investment Advisors, LLCWinter Park, FL$765M AUM