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Financial ADVSR advisor directory · SEC adviser records

Mai Capital Management, LLC financial advisors in Lafayette, CA

Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Lafayette, A to Z.

The short answer

3 registered advisors work at Mai Capital Management, LLC in Lafayette, out of 275 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Mai Capital Management, LLC advisors in Lafayette, A to Z

Every Mai Capital Management, LLC advisor →

Mai Capital Management, LLC advisors in every city and state →Mai Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mai Capital Management, LLC advisors in other cities

Cleveland, OH 60Los Angeles, CA 33Cincinnati, OH 21New York, NY 10Charlotte, NC 9Ponte Vedra Beach, FL 8Dallas, TX 7Columbus, OH 6Ashburn, VA 5Bannockburn, IL 5Columbia, MD 5Little Rock, AR 5Marriottsville, MD 5Naples, FL 5San Ramon, CA 5

Other firms in Lafayette

All Lafayette advisors →

Osaic Wealth, Inc. 16Dixon Financial Services 6The Mather Group, LLC 4American Investors Company 3Gebhardt Group, Inc. 3Lewis Asset Management 3Mosher Financial Advisors LLC 3

Questions

How many financial advisors does Mai Capital Management, LLC have in Lafayette?

3 investment adviser representatives are registered at Mai Capital Management, LLC offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 275 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Mai Capital Management, LLC one of the largest advisor employers in Lafayette?

Mai Capital Management, LLC ranks number 7 in Lafayette by registered advisors; Osaic Wealth, Inc. has the most, with 16.

How do I check a Mai Capital Management, LLC advisor in Lafayette?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mai Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.