Thomas Marra (CRD# 6264952) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 10 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mai Capital Management | New York, NY | May 2020 - Current | 4 |
| Grisanti Capital Management | New York, NY | Nov 2019 - May 2020 | < 1 |
| Grisanti Capital Management | New York, NY | Nov 2014 - Nov 2019 | 5 |
| Clarkson Capital Markets LLC | Houston, TX | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- NY
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Total Assets Under Management19,711MILLIONS
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
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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