Merrill
47yrs
Top advisor by experience in State College
32yrs
Based in State College, Pennsylvania, Robert Thomas is a fiduciary financial advisor with 32 years of industry experience. Robert joined Mariner in 2018, after four years at Mariner Wealth Advisors and 15 years at ART Investment Partners. Robert’s designations include CFA and CFP®.
One of 172 advisors with offices in State College, and one of 145 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 7% by experience at Mariner
Office1375 Martin St., Suite 200, State College, PA 16803
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowMarinerCurrent firm
- 2015 – 2018Mariner Wealth AdvisorsPreviously
- 2000 – 2015ART Investment Partners, LLCPreviously
Contact Robert
Local office(814) 867-2050Ask for Robert. (913) 904-5700Main office · Overland Park, KS 1375 Martin St., Suite 200State College, PA 16803Office · Get directions Firm websitesrs.mariner.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (814) 867-2050 or the Mariner main office at (913) 904-5700, and ask for Robert Thomas.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 32 years. Top 7% by experience at Mariner.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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