Aaron Mazer

Financial advisor at Mariner Independent · Newton Square, PA

Last updated 2026-10-10

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Aaron Mazer is a financial advisor at Mariner Independent in Newton Square, PA, CRD 4777011. Licenses and exams on the registration: Series 63, Series 66. First registered 2008-07-09.

Registration

CRD number
4777011
Registration status
Active
First registered
2008-07-09
Years of experience
18
States registered
PA

Licenses and exams

  • Series 63
  • Series 66

Designations

  • Certified Financial Planner

Work history

  • 2013-11 to 2017-04 · The Prudential Insurance Company of America · Chalfont, PA
  • 2013-11 to 2017-04 · Pruco Securities, LLC · Chalfont, PA
  • 2017-04 to 2018-01 · Bbtis · King of Prussia, PA
  • 2017-04 to 2019-01 · Bb&t · King of Prussia, PA
  • 2018-01 to 2021-02 · Bb&t Securities, LLC · King of Prussia, PA
  • 2019-01 to 2021-02 · Bb&t · King of Prussia, PA
  • 2020-09 to 2021-02 · Suntrust Investment Services, Inc · King of Prussia, PA
  • 2020-09 to 2021-02 · Suntrust Advisory Services, Inc · King of Prussia, PA
  • 2021-02 to 2021-11 · Truist Investment Services, Inc. · King of Prussia, PA
  • 2021-02 to 2021-11 · Truist Advisory Services, Inc. · King of Prussia, PA
  • 2021-11 to 2023-07 · Jpmorgan Chase Bank NA · Philadelphia, PA
  • 2021-11 to 2023-07 · Jpmorgan Securities LLC · Philadelphia, PA
  • 2023-07 to Present · Mariner Platform Solutions · Overland Park, KS
  • 2023-07 to Present · Pax Financial Advisors · Newton Square, PA

Current employment

SEC IAPD record for Aaron Mazer

Mariner Independent

Regulatory AUM
$7,341,763,312
Registered advisors
120
Offices
95
Clients per advisor
35.9 (Low)
Average AUM per client
$1.7M (Low)
High-net-worth client ratio
36.6% (Moderate)

Mariner Independent: advisors, services and reported ETF investments

What this firm offers

Filed by Mariner Independent on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Accountant or Accounting Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Newton Square, PA

1 advisor at this office.

Mariner Independent office in Newton Square, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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