Myles Waltonbaugh-Clements
Investment Adviser Representative at Mariner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Myles Waltonbaugh-Clements is an investment adviser representative with Mariner in Cranberry Township, PA, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including FORT PITT Capital Group, LLC and Ameriprise Financial Services, LLC. 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 Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Premier Wealth PartnersJan 2017 – Jan 2017Pittsburgh, PA
- Olive GardenFeb 2013 – Dec 2016Tarentum, PA
- Slippery Rock UniversityAug 2014 – Dec 2016Slippery Rock, PA
- Ameriprise Financial Services, Inc.Mar 2017 – Aug 2022Pittsburgh, PA
- FORT PITT Capital GroupAug 2022 – no end date reportedPittsburgh, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mariner
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
- Estimated blended rate
- 0.0125
- $0 - $1,000,0001.25%
- $1,000,000 - $5,000,0001.00%
- $5,000,000 - $10,000,0000.80%
- Above $10,000,0000.60%
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 961
- Offices listed on AdvisorFinder:
- 99
- Main office:
- Overland Park, KS
- SEC file number:
- 801-66632
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
View full firm profileOther advisors at Mariner
Showing 12 of 961 in the directory
Similar advisors in Cranberry Township, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Myles Waltonbaugh-Clements 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