Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
22yrs
Based in Houston, Texas, Sydney Motes is a fiduciary financial advisor with 22 years of industry experience. Sydney has been with Mariner since 2019; before that, Sydney spent 12 years at Patriot Wealth Management and less than a year at Lexington Financial Services. Sydney holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 23% by experience at Mariner
Office1800 Bering Drive Suite 250, Houston, TX 77057
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowMarinerCurrent firm
- 2007 – 2019Patriot Wealth Management, Inc.Previously
- Jul 2004 – Dec 2004Lexington Financial Services, Inc.Previously
- 2004 – 2012Lexington Asset Management, Inc.Previously
- 2004 – 2007Lexington Financial Advisors, Inc.Previously
Questions to ask Sydney
Tailored to Sydney’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sydney
How do I contact Sydney?
Call Mariner at 913-904-5700 and ask for Sydney Motes. Sydney works from the Houston, TX office.
How long has Sydney been a financial advisor?
Sydney has been in the industry since 2004, about 22 years. Top 23% by experience at Mariner.
What licenses does Sydney hold?
Series 65. Tap any license on this page to see what it allows.
Is Sydney a fiduciary?
Sydney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sydney paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sydney 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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