Aryeh Moses Mentzel
Advisor at Mariner Independent — Rochelle Park, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Rochelle Park, NJ 07662
Mariner Independent
Multi-team
Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.
Based on Mariner Independent
Based on Mariner Independent
Financial planning and consulting fees may be charged as flat fees depending on services provided.
$0+: Up to 2.50% per annum, negotiable depending on client circumstances and services $10,000 - $25,000: AssetMark Platform for Mutual Fund accounts minimum $25,000 - $1,000,000: AssetMark Platform for Privately Managed and Unified Managed Accounts minimum $125,000+: Minimum for laddered bond fixed income strategy
Certain advisory personnel may receive commissions from insurance product sales; brokerage commissions may apply when clients purchase brokerage products separately.
Hourly rates applicable for certain consulting and financial planning services as negotiated.
Account minimum: $100,000 Minimum fee: Minimum fees may apply as set forth in client agreements, amount not explicitly specified. Fee-only: Financial planning and consulting fees billed on fixed fee basis, hourly basis, or percentage of assets; fees vary by service level.
Rochelle Park, NJ
365 W Passaic Street, Suite 227
Rochelle Park NJ 07662
Advisors at this office
2
New Jersey
4 years of industry experience
Carbon Wealth Management
2023 - Present • 3 years
Rochelle Park, NJ
Mariner Platform Solutions
2023 - Present • 3 years
Englewood, NJ
Gladstone Wealth Partners
2021 - 2023 • 2 years
Chester, NJ
LPL Financial
2021 - 2023 • 2 years
Chester, NJ
Citigroup, Inc.
2010 - 2021 • 11 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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