Michael Beaulieu, financial advisor Ponte Vedra Beach FL
96 score

Michael Beaulieu

CRD Number: 3146149
Current Firm: Mai Capital Management, LLC

Michael Beaulieu (CRD# 3146149) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 17 years of experience in the finance industry. Michael Beaulieu 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.

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Professional Designations
Company Name Location Dates Years
Mai Capital Management, LLC Ponte Vedra Beach, FL Dec 2015 - Current 1
Foreside Fund Services, LLC Jacksonville, FL Jun 2014 - Current 2
Mai Capital Management, LLC Ponte Vedra Beach, FL Oct 2014 - Dec 2015 1
Mai Wealth Advisors, LLC Jacksonville, FL May 2014 - Oct 2014 < 1
Strategic Advisers, Inc. Merrimack, NH Jul 2003 - Apr 2014 10
Fidelity Brokerage Services, Inc. Merrimack, NH Aug 1998 - Apr 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Michael L. Beaulieu
Phone Number: (216) 920-4800
Firm Website: http://www.maiwealth.com
Registered State(s):
  • FL
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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