Financial ADVSR advisor directory · SEC adviser records
Mai Capital Management, LLC financial advisors in Virginia
Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Virginia, by city and A to Z.
The short answer
9 registered advisors work at Mai Capital Management, LLC in Virginia, out of 275 nationwide; it's the firm's number 7 state by advisors, and the most are in Ashburn (5). 6 list the CFP designation and 0 are also registered broker representatives.
Mai Capital Management, LLC advisors by city in Virginia
Every firm in Virginia →Mai Capital Management, LLC advisors in Virginia, A to Z
Search by name →- Jennifer M. DavisAshburn · Certified Financial Planner
- Ted S. HalpernAshburn
- Kirsty J. PeevAshburn · Certified Financial Planner
- Jeanne-Marie SandsLeesburg · Certified Financial Planner
- Bradley J. SmithReston
- Melissa G. SotudehAshburn · Certified Financial Planner
- Mary C. SzabatLeesburg · Certified Financial Planner
- Daniel J. TrumbowerAshburn · Certified Financial Planner
- John K. WitcherReston · Chartered Financial Analyst
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 11Pennsylvania 9Texas 9Arkansas 7Illinois 6Colorado 5Missouri 4Tennessee 4Connecticut 3Georgia 3New Jersey 3West Virginia 3
Questions
How many Mai Capital Management, LLC financial advisors are in Virginia?
9 investment adviser representatives are registered at Mai Capital Management, LLC offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 275 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Mai Capital Management, LLC have the most advisors?
Ashburn, with 5, then Reston (3). Mai Capital Management, LLC has advisors in 3 cities in Virginia.
How do I check a Mai Capital Management, LLC advisor in Virginia?
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.