Thomas
Marra

Mai Capital Management, LLC

CRD#6264952
Investment Advisor
in New York, NY

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About this Advisor

Thomas Marra is a financial advisor based in New York, New York, working with Mai Capital Management, LLC. Thomas has previously held positions at Clarkson Capital Markets LLC, Grisanti Capital Management, and Mai Capital Management. Thomas has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Thomas is part of Mai Capital Management, LLC, which operates out of New York, 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

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

126 East 56Th Street Suite 2300
New York, NY 10022

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Mai Capital Management, LLC Brokerage Details

Total Assets Under Management

$19,711,015,200

NY Average: $2,106,341,625
Total Number of Employees

331

NY Average: 34
Total Number of Accounts

26,826

NY Average: 1,972
Average Account Size

$734,773

NY Average: $1,068,125

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

Thomas Marra Work History

2020 - Present (4 years)

Mai Capital Management

2019 - 2020 (1 year)

Grisanti Capital Management

2014 - 2019 (5 years)

Grisanti Capital Management

2013 - 2014 (1 year)

Clarkson Capital Markets LLC

Disclosures

Please visit the SEC profile of Thomas Marra 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

Aaron Ziska
Saint Louis, MO
Jason Bell
New York, NY
Carey Markoe
Cincinnati, OH
William Bruns
Cincinnati, OH
Jordan Nightingale
Ponte Vedra Beach, FL
Audra Nay
Santa Rosa, CA
Noel Vonuelos
Mckinney, TX
Joseph Mclean
San Ramon, CA

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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