Nicole Russo Hanson

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 12/2024
  Concentric Wealth Management Llc
  Lafayette, CA
• 01/2025 → Present
  Mai Capiral Management Llc
  Lafayette, CA

Previous Registrations

• 2016-10-05 → 2025-01-24
  Concentric Wealth Management Llc
  Lafayette, CA
• 2011-08-26 → 2016-09-09
  Personal Financial Consultants Securities Corporation
  Pleasant Hill, CA
  Oakland, CA
• 2002-10-10 → 2004-06-07
  Valic Financial Advisors, Inc.
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-09
• S63 Uniform Securities Agent State Law Examination
  2001-11-09

Designations

• Certified Financial Planner

Other Names

• Nicole Buford Russo