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Financial ADVSR advisor directory · SEC adviser records

Mai Capital Management, LLC financial advisors in Florida

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

The short answer

16 registered advisors work at Mai Capital Management, LLC in Florida, out of 276 nationwide; it's the firm's number 4 state by advisors, and the most are in Ponte Vedra Beach (8). 5 list the CFP designation and 1 are also registered broker representatives.

Mai Capital Management, LLC advisors by city in Florida

Every firm in Florida →

Ponte Vedra Beach 8Naples 4Jupiter 2Fort Myers 1Tallahassee 1

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

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

Mai Capital Management, LLC in other states

Ohio 95California 55Maryland 20New York 12North Carolina 11Virginia 9Texas 8Arkansas 7Pennsylvania 7Colorado 5Illinois 5Missouri 4Tennessee 4Connecticut 3Georgia 3New Jersey 3West Virginia 3

Questions

How many Mai Capital Management, LLC financial advisors are in Florida?

16 investment adviser representatives are registered at Mai Capital Management, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 276 at the firm nationwide. 5 list the CFP designation and 1 are also registered as broker representatives.

Where in Florida does Mai Capital Management, LLC have the most advisors?

Ponte Vedra Beach, with 8, then Naples (4). Mai Capital Management, LLC has advisors in 5 cities in Florida.

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

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.