Financial ADVSR advisor directory · SEC adviser records
Mai Capital Management, LLC financial advisors in Ashburn, VA
Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Ashburn, A to Z.
The short answer
5 registered advisors work at Mai Capital Management, LLC in Ashburn, out of 276 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Mai Capital Management, LLC advisors in Ashburn, A to Z
Every Mai Capital Management, LLC advisor →- Jennifer M. DavisCertified Financial Planner
- Ted S. HalpernInvestment adviser rep
- Kirsty J. PeevCertified Financial Planner
- Melissa G. SotudehCertified Financial Planner
- Daniel J. TrumbowerCertified Financial Planner
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 65Los Angeles, CA 33Cincinnati, OH 21New York, NY 10Charlotte, NC 9Ponte Vedra Beach, FL 8Dallas, TX 7Columbus, OH 6Bannockburn, IL 5Columbia, MD 5Little Rock, AR 5Marriottsville, MD 5Newport Beach, CA 5San Ramon, CA 5Boulder, CO 4
Other firms in Ashburn
All Ashburn advisors →Strategic Advisers LLC 15Edward Jones 9LPL Financial LLC 6The Lewis Financial Group 6Abich Financial Wealth Management, LLC 5Valmark Advisers, Inc. 4Cambridge Investment Research Advisors, Inc. 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Mai Capital Management, LLC have in Ashburn?
5 investment adviser representatives are registered at Mai Capital Management, LLC offices in Ashburn, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 276 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Mai Capital Management, LLC one of the largest advisor employers in Ashburn?
Mai Capital Management, LLC ranks number 6 in Ashburn by registered advisors; Strategic Advisers LLC has the most, with 15.
How do I check a Mai Capital Management, LLC advisor in Ashburn?
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.