Financial ADVSR advisor directory · SEC adviser records
Mai Capital Management, LLC financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Cleveland, A to Z.
The short answer
60 registered advisors work at Mai Capital Management, LLC in Cleveland, out of 275 at the firm nationwide; it ranks number 1 in the city by advisors. 27 list the CFP designation and 0 are also registered broker representatives.
Mai Capital Management, LLC advisors in Cleveland, A to Z
Every Mai Capital Management, LLC advisor →- Douglas M. AndrassyCertified Financial Planner
- Gregory R. BadowskiCertified Financial Planner
- Christopher W. BakerInvestment adviser rep
- Ryan M. BergenCertified Financial Planner
- Brandon T. BleileInvestment adviser rep
- Richard J. BuoncoreInvestment adviser rep
- Jacob C. BurnettCertified Financial Planner
- Douglas J. ButlerChartered Financial Analyst
- Timothy C. CarnevalCertified Financial Planner
- Robert L. CaronInvestment adviser rep
- Anthony CarselInvestment adviser rep
- Buoncore J. ChristopherInvestment adviser rep
- John G. CiancibelloInvestment adviser rep
- William J. Collins Jr.Certified Financial Planner
- Tyler ColtonCertified Financial Planner
- Sheena Dee PauleyCertified Financial Planner
- Emmanuel R. Dela Cerna Jr.Certified Financial Planner
- Lucas W. GoodChartered Financial Analyst
- Charles M. GrimmCertified Financial Planner
- Daniel L. JacobsInvestment adviser rep
- Dexter L. JamesInvestment adviser rep
- Matthew A. JonesInvestment adviser rep
- Robert KarrasCertified Financial Planner, Chartered Financial Consultant
- Ryan KeenanChartered Financial Analyst
- Sean G. KriakCertified Financial Planner
- Lynne M. LawrenceInvestment adviser rep
- Justin M. LuizaCertified Financial Planner
- Michael A. MarrapeseChartered Financial Analyst
- Michael B. MartinInvestment adviser rep
- Andrew J. MarusicInvestment adviser rep
- Luka A. MaticCertified Financial Planner
- Nicholas S. McCrearyCertified Financial Planner
- Nimita NaikCertified Financial Planner
- Bradley S. NortonChartered Financial Analyst
- Kurt D. Nye Jr.Chartered Financial Analyst
- Grant OsborneInvestment adviser rep
- John G. PalgutaCertified Financial Planner
- Joseph L. PalkoCertified Financial Planner
- John W. PeregrimCertified Financial Planner
- Rafael J. PerezCertified Financial Planner
- Michael R. PetersInvestment adviser rep
- Matthew J. PruittCertified Financial Planner
- Andrew R. RickardChartered Financial Consultant
- Deanna C. RoegerInvestment adviser rep
- John M. RubyCertified Financial Planner
- Stephen L. RudolphInvestment adviser rep
- Benjamin J. SayerChartered Financial Analyst
- Andrew D. SchumontCertified Financial Planner
- Dylan SchwartzCertified Financial Planner
- Michael G. SelzerCertified Financial Planner
- James L. SmithInvestment adviser rep
- Meghan SmithCertified Financial Planner
- Nicholas M. SrmagChartered Financial Analyst
- Jeffrey W. StarkChartered Financial Analyst
- Donna L. ThranePersonal Financial Specialist
- Bradley E. TurnerInvestment adviser rep
- Chandler R. VegelCertified Financial Planner
- Allison J. WerdenInvestment adviser rep
- John D. ZallerChartered Financial Analyst
- Nicole A. ZidlickyInvestment 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
Los 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 5San Ramon, CA 5Boulder, CO 4
Other firms in Cleveland
All Cleveland advisors →Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17Vantage Financial Group, Inc. 16
Questions
How many financial advisors does Mai Capital Management, LLC have in Cleveland?
60 investment adviser representatives are registered at Mai Capital Management, LLC offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 275 nationwide. 27 list the CFP designation and 0 are also registered as broker representatives.
Is Mai Capital Management, LLC one of the largest advisor employers in Cleveland?
Mai Capital Management, LLC ranks number 1 in Cleveland by registered advisors, ahead of Cbiz Investment Advisory Services, LLC (37).
How do I check a Mai Capital Management, LLC advisor in Cleveland?
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.