Albert Edward Macdonald

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

• 10/2014 → Present
  Mai Capital Management, Llc
  Ponte Vedra Beach, FL
• 03/2016 → Present
  Foreside Fund Services, Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2003-03-28 → 2009-05-14
  Strategic Advisers Llc
  Ft. Lauderdale, FL

Other Businesses

1.MAI WEALTH ADVISORS, LLC, PONTE VEDRA BEACH, FL, INVESTMENT RELATED, MANAGING DIRECTOR, 200 HOURS PER MONTH, 150 DURING TRADING HOURS. 2. PVAA BASEBALL BOARD, PONTE VEDRA BEACH FL, NOT INVESTMENT RELATED(BASEBALL LEAGUE), COMMISSIONER OF T-BALL, 5 HOURS PER MONTH, NON DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2003-03-19
• S63 Uniform Securities Agent State Law Examination
  1999-12-20

Other Names

• Albie Macdonald
• Albert Edward Macdonald
• Albert Edward Macdonald