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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
18/12/2023 Update
As of now, Eddie Dulin has not responded, nor has she apologized for her misdeeds. She has ignored our efforts to highlight the problems faced by her victims. Furthermore, she has only focused on propagating her fake PR.

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.

Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.

BrokerCheck

Source: EDWARD GRAHAM DULIN JR – Broker at MSEC, LLC (finra.org)

SEC Litigations & Forms

Capturexs

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.

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:

Better Alternatives to Eddie Dulin

These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
Screenshot 7

Manages Assets Worth

  • $6,427,792,177

Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Family office and consulting services
Screenshot 8

Manages Assets Worth

  • $4,465,757,285

Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
Screenshot 9

Manages Assets Worth

  • $302,000,000

Services

  • Financial planning
  • Portfolio management

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