Grant David Clary

Financial advisor at Mariner

Last updated 2026-10-10

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Grant David Clary is a financial advisor at Mariner, CRD 6409727. Licenses and exams on the registration: Series 66. IAPD registration began 2017-05-18.

Registration

CRD number
6409727
Registration status
Active
IAPD registration
2017-05-18
Industry Experience
9 years
Work Experience
11 years
States registered
OK

Licenses and exams

  • Series 66

Work history

  • 2014-11 to 2018-07 · William Blair & Company · Chicago, IL
  • 2018-10 to 2019-08 · Creditpoint Software · Tulsa, OK
  • 2019-09 to 2026-06 · Capital Advisors, Inc. · Tulsa, OK
  • 2026-06 to 2026-07 · Corient Services LLC · Miami, FL
  • 2026-06 to 2026-07 · Corient · Tulsa, OK
  • 2026-07 to Present · Mariner · Overland Park, KS

Current employment

SEC IAPD record for Grant David Clary

Mariner

Regulatory AUM
$125,408,489,288
Registered advisors
994
Offices
485
Clients per advisor
55.8 (Low)
Average AUM per client
$2.3M (Low)
High-net-worth client ratio
40.2% (Moderate)

Mariner: advisors, services and reported ETF investments

About

Grant David Clary is a financial advisor at Mariner. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 11 years of reported work history. Reported roles include Corient Services LLC, Corient, Capital Advisors, Inc., Creditpoint Software, among others.

Mariner's firm-level Form ADV reports 994 advisors across 485 offices; approximately 55.8 clients per advisor, average assets per client of $2,259,124, and regulatory AUM of $125.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

What this firm offers

Filed by Mariner on Form ADV.

Client services

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

Fee options

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

Business and affiliations

  • Accountant or Accounting Firm
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Accountant or Accounting Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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