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Bradley Jon Smith

Mai Capital Management, LLC

Reston, VA

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-10-13
WI RA APPROVED 2025-09-25
TX RA APPROVED 2019-07-01
VA RA APPROVED 2019-07-01
  • LA RA
    APPROVED
    Since 2025-10-13
  • WI RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED
    Since 2019-07-01
  • VA RA
    APPROVED
    Since 2019-07-01

Branch Locations

11710 Plaza America Drive, Suite 1010, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mtx Wealth Management Reston VA 11/2010 06/2019
Mai Capital Management, Llc Reston VA 06/2019 Present
Previous Registrations
  • 2016-10-20 → 2019-06-28
    Mtx Wealth Management, Llc
    Bethesda, MD
    Reston, VA
  • 2010-11-22 → 2015-12-31
    Mtx Wealth Management, Llc
    Bethesda, MD
  • 2007-08-23 → 2010-11-23
    Keel Point Advisors, Llc
    Vienna, VA
  • 2003-01-30 → 2004-02-10
    Ernst & Young Investment Advisers Llp
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-22
  • S65 Uniform Investment Adviser Law Examination
    2007-08-22

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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