Financial ADVSR advisor directory · SEC adviser records
Mai Capital Management, LLC financial advisors in Bannockburn, IL
Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Bannockburn, A to Z.
The short answer
5 registered advisors work at Mai Capital Management, LLC in Bannockburn, out of 275 at the firm nationwide; it ranks number 1 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Mai Capital Management, LLC advisors in Bannockburn, A to Z
Every Mai Capital Management, LLC advisor →- Philip J. ColeCertified Financial Planner
- Joel L. HochmanCertified Financial Planner
- Sydney K. LukatsevichCertified Financial Planner
- Glenn A. MovishCertified Financial Planner
- Michael J. WilliamsCertified Financial Planner, Chartered Financial Analyst
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 5Columbia, MD 5Little Rock, AR 5Marriottsville, MD 5Naples, FL 5San Ramon, CA 5Boulder, CO 4
Other firms in Bannockburn
All Bannockburn advisors →Questions
How many financial advisors does Mai Capital Management, LLC have in Bannockburn?
5 investment adviser representatives are registered at Mai Capital Management, LLC offices in Bannockburn, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 275 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Mai Capital Management, LLC one of the largest advisor employers in Bannockburn?
Mai Capital Management, LLC ranks number 1 in Bannockburn by registered advisors, ahead of Lasalle St. Investment Advisors, L.L.C. (3).
How do I check a Mai Capital Management, LLC advisor in Bannockburn?
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.