Deanna
Roeger
Mai Capital Management, LLC
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About this Advisor
Deanna Roeger is a financial advisor operating in Independence, Ohio who has 1 year of relevant experience. Roeger currently works for Mai Capital Management, LLC. During their career, Roeger has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Hanson Financial Services, Cwm, LLC Dba Carson Group Partners, Mcdonald Partners LLC, Mai Capital Management, LLC, Heritage Financial Partners, LLC, Cetera Advisor Networks and Deanna Roeger. Roeger maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Mai Capital Management, LLC is an advisory firm that has its headquarters in Independence, OH. The investment advisory business has offices in 20 locations and a total of 331 people on staff. It controls $16 billion in assets across its 23,704 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 23,704 client accounts, 43% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Mai Capital Management, LLC offers a diverse array of services, including 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. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by Mai Capital Management, LLC can include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$15,773,426,777
331
23,704
$665,433
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
Deanna Roeger Work History
Deanna has been registered as a financial advisor for 1 years.*
Mai Capital Management, LLC
Deanna Roeger
Mcdonald Partners LLC
Cwm, LLC Dba Carson Group Partners
Cetera Advisor Networks
Heritage Financial Partners, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Hanson Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Deanna Roeger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Independence, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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