Phillip Garrett

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

• 09/2020 → 06/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2018 → 03/2020
  Zengo Cycle
  Gaithersburg, MD
• 11/2019 → 02/2020
  Bonefish Grille
  Gaithersburg, MD
• 05/2017 → 03/2019
  California Pizza Kitchen
  Gaithersburg, MD
• 01/2010 → 04/2017
  Student
  Gaithersburg, MD
• 03/2020 → 09/2020
  Student
  Gaithersburg, MD
• 07/2021 → 12/2024
  Carmichael Hill & Associates, Inc.
  Gaithersburg, MD
• 12/2024 → Present
  Mai Capital Management Llc
  Gaithersburg, MD

Previous Registrations

• 2021-07-14 → 2024-12-12
  Carmichael Hill & Associates Inc
  Gaithersburg, MD
• 2021-01-01 → 2021-07-14
  Cambridge Investment Research Advisors, Inc.
  North Potamac, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-28

Designations

• Certified Financial Planner