Douglas Butler, financial advisor Cleveland OH
96 score

Douglas Butler

CRD Number: 1263314
Current Firm: Mai Capital Management, LLC

Douglas Butler (CRD# 1263314) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mai Capital Management, LLC Cleveland, OH Oct 2014 - Current 2
Mai Wealth Advisors, LLC Cleveland, OH Mar 2010 - Oct 2014 4
Main Street Investment Management LLC Chagrin Falls, OH Jan 2004 - Apr 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
Contact Info for Douglas J. Butler
Phone Number: (216) 920-4800
Firm Website: http://www.maiwealth.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,820
    MILLIONS
  • Total Number of Accounts
    3,150
    ACCOUNTS
  • Average Account Value
    $1,212,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, ME, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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