Nicholas
Mccreary
Mai Capital Management, LLC
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About this Advisor
Nicholas Mccreary is a certified financial planner operating out of Independence, Ohio, with 2 years of industry experience. Mccreary is an employee of Mai Capital Management, LLC. The advisor has gained experience at Hw Financial Advisors, Ohio State University, Commonwealth Financial Network and Mai Capital Management, LLC. Mccreary is registered to operate in Ohio. Mai Capital Management, LLC is a company that has its headquarters in Independence, OH. The company has offices in 20 locations and a total of 331 advisors. It oversees $16 billion in assets under management between its 23,704 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 23,704 client accounts, 43% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as 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 management fees largely vary depending on which services the firm provides the client. Fee types billed 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
Nicholas Mccreary Work History
Nicholas has been registered as a financial advisor for 2 years.*
Mai Capital Management, LLC
Commonwealth Financial Network
Hw Financial Advisors
Hw Financial Advisors
Ohio State University
*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 Nicholas Mccreary 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
Reston, VA
Rockville, MD
Independence, OH
Ponte Vedra Beach, FL
Independence, OH
Dublin, CA
Little Rock, AR
Independence, OH
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
