Gorge Luis Estevez

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

• 01/2016 → 12/2016
  Saxony Securities
  Saint Louis, MO
• 01/2016 → 12/2016
  Krilogy Financial
  St. Louis, MO
• 02/2019 → 11/2020
  Greenway Family Office, Llc
  St Louis, MO
• 02/2019 → 11/2020
  Greenway Family Office
  Saint Louis, MO
• 01/2017 → 01/2019
  Kforce
  Saint Louis, MO
• 11/2020 → Present
  Mai Capital Management, Llc
  Saint Louis, MO

Previous Registrations

• 2019-10-15 → 2020-12-23
  Greenway Family Office, Llc
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-15
• S63 Uniform Securities Agent State Law Examination
  2014-06-27

Designations

• Certified Financial Planner

Other Names

• Gorge L Estevez