Who is Eddie Dulin (CRD#: 2592818)?
Eddie Dulin delivers individualized wealth management solutions for affluent families, retired customers, corporate leaders, and business owners in his capacity as managing director and senior wealth adviser. He helps clients identify goals and then creates, executes, and tracks individualized plans to assist them in achieving their objectives. He also offers the advisors and associates in Scottsdale office with strategic guidance.
Eddie has managed portfolios for more than 20 years and served as a financial advisor. He worked as a senior vice president and wealth advisor at Morgan Stanley, UBS Wealth Management, and Merrill Lynch before joining Mariner Wealth Advisors.
About Mariner Wealth Advisors
A family office service provider is Mariner Wealth Advisors LLC (Mariner Wealth). The firm provides high-net-worth individuals, wealthy families, business owners, institutions, and corporate leaders with wealth management and investment management services. The services it provides include asset acquisition, risk management, wealth planning, charitable planning, tax and family office services, monitoring and reporting, estate planning, and trust and accounting services.
Additionally, Mariner Wealth offers wealth transfer, asset management, financial planning, accounting and tax services, and consultancy in the insurance industry. State College, Indianapolis, Tulsa, San Diego, Rancho Santa Fe, Pittsburg, Leawood, Cincinnati, Madison, and Omaha are among the US cities where the corporation has a presence. Overland Park, Kansas, in the US, serves as the headquarters of Mariner Wealth.
What is a Financial Advisor?
A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.
Including tax planning and preparation, estate planning, specialized business services, institutional cash management, retirement plan solutions, trust services, wealth planning, personal insurance solutions, and investments, their teams provide advice to both individuals and businesses under one roof. Your adviser will assemble their skilled internal teams to construct a single, coordinated financial strategy tailored just for you. This comprehensive strategy aims to save you time, streamline the procedure, and provide you the finest advice conceivable.
Mariner Wealth Advisors wealth solutions include:
- • Wealth planning
- • Investment advisory services
- • Multi-generational wealth planning
- • Risk Management
- • Philanthropy
- • Executive compensation planning
- • Business succession planning
- • Family office services
- • Retirement planning
Eddie Dulin Disclosures: BrokerCheck, FINRA, And SEC
The brokerCheck report of Eddie Dulin includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, arbitration awards, and disclosure events.
There is no disclosure against Eddie Dulin.
BrokerCheck
Source: EDWARD GRAHAM DULIN JR – Broker at MSEC, LLC (finra.org)
SEC Litigations & Forms
Source: Eddie Dulin – SEC Site Search Search Results
Eddie Dulin Lawsuits
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law and Law360. If Eddie has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Eddie Dulin which are not listed on these directories. Lawsuit files are often deleted from online directories. So, if you cannot find any lawsuits against Eddie Dulin on these websites, then you can contact the local authorities and check if they have a physical copy of any lawsuits.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Eddie Dulin Complaints & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Eddie using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
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