AdFi
GJ

Gregory James Karanzalis

Investment Adviser Representative at Mariner Independent

Annapolis, MDCRD #6123789Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory James Karanzalis is an investment adviser representative with Mariner Independent in Annapolis, MD, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Mutual Advisors, LLC and Valic Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.

Office

181 Harry S. Truman Parkway, Suite 175
Annapolis, MD 21401

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/19/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/5/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mariner IndependentCurrent
3/13/2024 – Annapolis, MD
Mutual Advisors, LLC
2/3/2023 – 3/13/2024Annapolis, MD
Valic Financial Advisors, Inc.
12/17/2012 – 2/14/2023Linthicum Heights, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Valic Financial Advisors, Inc.
    Oct 2012 – Feb 2023Linthicum, MD
  2. SELF Employed
    May 2007 – no end date reportedAnnapolis, MD
  3. AGIA
    Dec 2022 – Feb 2023Houston, TX
  4. Mutual Advisors, LLC.
    Feb 2023 – Mar 2024Casper, WY
  5. Mariner Platform Solutions
    Mar 2024 – no end date reportedOverland Park, KS
  6. Connect Wealth
    Feb 2023 – no end date reportedAnnapolis, MD

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mariner Independent

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
115
Offices listed on AdvisorFinder:
40
Main office:
Overland Park, KS
SEC file number:
801-117332

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at Mariner Independent

Showing 12 of 115 in the directory

View Mariner Independent firm profile

Similar advisors in Annapolis, MD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory James Karanzalis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Gregory James Karanzalis (Mariner Independent)