Financial ADVSR advisor directory · SEC adviser records
Mai Capital Management, LLC financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Atlanta, A to Z.
The short answer
3 registered advisors work at Mai Capital Management, LLC in Atlanta, out of 276 at the firm nationwide; it ranks number 159 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Mai Capital Management, LLC advisors in Atlanta, A to Z
Every Mai Capital Management, LLC advisor →- Bradley S. McGrewCertified Financial Planner
- William S. ScottCertified Financial Planner
- Matthew T. WoodsInvestment adviser rep
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 5Newport Beach, CA 5
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 132Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 85Raymond James & Associates, Inc. 78Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Mai Capital Management, LLC have in Atlanta?
3 investment adviser representatives are registered at Mai Capital Management, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 276 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 Atlanta?
Mai Capital Management, LLC ranks number 159 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Mai Capital Management, LLC advisor in Atlanta?
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.