Matthew
Harris
Mai Capital Management, LLC
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About this Advisor
Matthew Harris is a financial advisor based in Huntington Station, New York, working with Mai Capital Management, LLC. Matthew has previously held positions at Ameriprise Financial Services, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Simon Elliot Events, Neulion Inc, Cadaret, Grant & Co., Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Marcum Financial Services, LLC, Marcum Wealth, LLC, and Mai Capital Management, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Matthew is part of Mai Capital Management, LLC, which operates out of Huntington Station, New York. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Harris Work History
Mai Capital Management, LLC
Marcum Wealth, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Marcum Financial Services, LLC
Simon Elliot Events
Neulion Inc
Cadaret, Grant & Co., Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
Ameriprise Financial Services,Inc
Disclosures
Please visit the SEC profile of Matthew Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Independence, OH
Saint Louis, MO
Independence, OH
Cincinnati, OH
Independence, OH
Little Rock, AR
Cincinnati, OH
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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