Ryan
Keenan
Mai Capital Management, LLC
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About this Advisor
Ryan Keenan is a chartered financial analyst operating in Independence, Ohio with a total of 1 year of industry experience. Keenan currently works for Mai Capital Management, LLC. Over the course of their career, Keenan has held roles at Mai Wealth Advisors, LLC, Student, Mai Capital Management, LLC, Citizens Capital Markets, Inc and Ernst & Young. Keenan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Mai Capital Management, LLC is a registered investment firm operating out of Independence, OH. The firm has offices in 20 locations and a total of 331 financial advisors. It has $16 billion in assets among its 23,704 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 45 charities and foundations. Of its 23,704 client accounts, 43% are held by high-net-worth clients who have at least $1 million in investable assets. Mai Capital Management, LLC has a diverse set 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. A financial advisor's fee schedules usually are based on the financial services offered. However, fees charged by Mai Capital Management, LLC most likely include some combination of 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
Ryan Keenan Work History
Ryan has been registered as a financial advisor for 1 years.*
Mai Capital Management, LLC
Citizens Capital Markets, Inc
Ernst & Young
Mai Wealth Advisors, LLC
Student
*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 Ryan Keenan 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
Independence, OH
Ponte Vedra Beach, FL
Reston, VA
Rockville, MD
Independence, OH
Little Rock, AR
Cincinnati, 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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