Carnegie, PA Office

Team
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Mariner Independent

Multi-team

Firm-wide stats for Mariner Independent

Total advisors

121

Across 74 offices

Clients per advisor

35 Low

Avg AUM per client

$1,654,938 High

HNW client ratio

37% High

About

Mariner Independent (Mariner Platform Solutions) serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Through a network of 119 investment adviser representatives, the firm provides financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions and access to alternative investments.

IARs work with clients using firm‑built model portfolios supported by in‑house resources and third‑party managers, or by creating customized discretionary portfolios they manage directly. The firm implements a broad set of investment tools — mutual funds, ETFs, individual equities and fixed income, plus options, structured notes, direct indexing, digital assets and allocations to alternative and commodity strategies via platforms such as SEI, AssetMark and CAIS.

What distinguishes Mariner from many multi‑team advisers is its range of affiliated businesses: it is linked with a state‑chartered trust company (Mariner Trust Company) and an institutional pension consulting affiliate (Mariner Institutional) and offers a Pathway DC solution that can include 3(38) fiduciary support. These affiliations and its use of affiliated and third‑party managers give clients integrated access to custody, retirement plan consulting and alternative/commodity channels; the firm discloses and monitors the resulting conflicts of interest in its brochure.

Based on Mariner Independent

Location

242 E. Main St.

Carnegie PA 15106

Advisors at this office

5

Advisors at this office

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Robert M

Series 63, Series 65

Carnegie, PA

Mariner Independent

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Edward S

Series 63, Series 66

Carnegie, PA

Mariner Independent

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Will M

CFP®, Series 65

Carnegie, PA

Mariner Independent

Will Meyer is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently affiliated with Mariner Independent through Mariner Platform Solutions and Strategic Path Retirement. Meyer has prior experience at Farmers National Bank and extensive involvement with the Pittsburgh Field Club. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through its network of investment adviser representatives and affiliated businesses.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Brian H

CFP®, Series 63, Series 65

Carnegie, PA

Mariner Independent

Brian Hill is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Commonwealth Financial Network, Strategic Path Retirement, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through independent advisers, model portfolios, and access to third-party managers, with notable integration of institutional and retirement plan resources.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Edith M

Series 63, Series 66

Carnegie, PA

Mariner Independent

Edith Meyer is a financial advisor at Mariner Independent with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network and LPL Financial, LLC. Meyer is also a co-owner of BCMJ Futures, LLC and Bebco, Inc. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform that integrates institutional and retirement plan resources.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
View complete list of advisors at this office
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