John ZallerCRD Number: 5411819
Current Firm: Mai Capital Management, LLC
John Zaller (CRD# 5411819) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Mai Capital Management, LLC||Cleveland, OH||Jan 2015 - Current||2|
|Mai Capital Management, LLC||Cleveland, OH||Oct 2014 - Dec 2014||< 1|
|Mai Wealth Advisors LLC||Cleveland, OH||Jun 2007 - Oct 2014||7|
|Full-time Education||Dayton, OH||Aug 2006 - May 2007||< 1|
|Oakwood Country Club||Cleveland Hts, OH||Jun 2006 - Aug 2006||< 1|
|Mai Wealth Advisors LLC||Cleveland, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management3,820MILLIONS
Total Number of Accounts3,150ACCOUNTS
Average Account Value$1,212,574
- 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)
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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