Financial ADVSR advisor directory · SEC adviser records
Mai Capital Management, LLC financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Pennsylvania, by city and A to Z.
The short answer
9 registered advisors work at Mai Capital Management, LLC in Pennsylvania, out of 275 nationwide; it's the firm's number 8 state by advisors, and the most are in Berwyn (3). 4 list the CFP designation and 0 are also registered broker representatives.
Mai Capital Management, LLC advisors by city in Pennsylvania
Every firm in Pennsylvania →Mai Capital Management, LLC advisors in Pennsylvania, A to Z
Search by name →- Daniel J. AmbroskiewiczNew Castle
- Catherine C. GormleyBerwyn
- Jeffrey A. LeberBerwyn · Certified Financial Planner
- John A. MitsosYardley
- Aaron C. PaoliniSeven Fields · Chartered Financial Consultant
- Vaughn R. SchillBerwyn · Certified Financial Planner
- Ashlyn T. SmithWest Chester
- Nicholas J. TancabelNew Castle · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey E. WherryNew Castle · Certified Financial Planner, Chartered Financial Consultant
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 90California 54Maryland 20Florida 18New York 12North Carolina 11Virginia 10Texas 9Arkansas 7Illinois 6Colorado 5Missouri 4Tennessee 4Connecticut 3Georgia 3New Jersey 3West Virginia 3
Questions
How many Mai Capital Management, LLC financial advisors are in Pennsylvania?
9 investment adviser representatives are registered at Mai Capital Management, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 275 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Mai Capital Management, LLC have the most advisors?
Berwyn, with 3, then New Castle (3). Mai Capital Management, LLC has advisors in 5 cities in Pennsylvania.
How do I check a Mai Capital Management, LLC advisor in Pennsylvania?
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.