Nicholas
Tancabel
Mai Capital Management, LLC
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About this Advisor
Nicholas Tancabel is a financial advisor based in New Castle, Pennsylvania, working with Mai Capital Management, LLC. Nicholas has previously held positions at Wcg Wealth Advisors, LLC, Treloar & Heisel, LLC, Treloar & Heisel, Inc, Ysu Honors College, Treloar & Heisel Wealth Management, Youngstown State University, Boardman High School, and Mai Capital Management, LLC. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in New York, Ohio, Pennsylvania, and Texas. Currently, Nicholas is part of Mai Capital Management, LLC, which operates out of New Castle, Pennsylvania. 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
Nicholas Tancabel Work History
Mai Capital Management, LLC
Wcg Wealth Advisors, LLC
Treloar & Heisel, LLC
Treloar & Heisel, Inc
Treloar & Heisel Wealth Management
Ysu Honors College
Youngstown State University
Boardman High School
Disclosures
Please visit the SEC profile of Nicholas Tancabel 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
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San Ramon, CA
Ponte Vedra Beach, FL
Santa Rosa, CA
Cleveland, OH
Independence, OH
New York, NY
Mckinney, TX
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