Joseph Geier, financial advisor Marriottsville MD

Joseph Geier

CRD Number: 2267993
Current Firm: Mai Capital Management, LLC

Joseph Geier (CRD# 2267993) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mai Capital Management LLC Marriottsville, MD Sep 2021 - Current 2
Geier Asset Management Ellicott City, MD Jan 2000 - Sep 2021 21
Geier Financial Management Ellicott City, MD Nov 1990 - Sep 2021 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Joseph N. Geier
Phone Number: (216) 920-4800
Firm Website: http://www.maiinvest.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    15,773
    MILLIONS
  • Total Number of Accounts
    23,704
    ACCOUNTS
  • Average Account Value
    $665,433
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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