Nicholas McCrearyCRD Number: 6200571
Current Firm: Mai Capital Management, LLC
Nicholas McCreary (CRD# 6200571) is an Investment Advisor Representative working at Mai Capital Management, LLC in Beachwood, OH and has 1 year of experience in the finance industry. Nicholas McCreary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Mai Capital Management, LLC||Cleveland, OH||Jan 2021 - Current||1|
|Commonwealth Financial Network||Waltham, MA||Feb 2018 - Jan 2021||2|
|Hw Financial Advisors||Cleveland, OH||Feb 2018 - Jan 2021||2|
|Hw Financial Advisors||Cleveland, OH||May 2013 - Feb 2018||4|
|Ohio State University||Columbus, OH||Sep 2009 - May 2013||3|
|Summit Financial Strategies||Columbus, OH||Jun 2012 - Dec 2012||< 1|
|Ohio State University||Columbus, OH||Jun 2012 - Sep 2012||< 1|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,249MILLIONS
Total Number of Accounts9,020ACCOUNTS
Average Account Value$1,025,370
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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