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Nicholas James Tancabel

Mai Capital Management, LLC

New Castle, PA

Cleveland, OH

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-09
NY RA APPROVED 2024-04-19
PA RA APPROVED 2024-04-19
TX RA APPROVED 2024-04-19
  • OH RA
    APPROVED
    Since 2024-05-09
  • NY RA
    APPROVED
    Since 2024-04-19
  • PA RA
    APPROVED
    Since 2024-04-19
  • TX RA
    APPROVED
    Since 2024-04-19

Branch Locations

134 East Washington Street, New Castle, PA 16101 • United States

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • 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
Wcg Wealth Advisors, Llc New Castle PA 06/2019 04/2024
Treloar & Heisel, Llc New Castle PA 05/2019 04/2024
Treloar & Heisel, Inc. New Castle PA 01/2019 05/2019
Ysu Honors College Younstown OH 08/2016 05/2019
Treloar & Heisel Wealth Management New Castle PA 05/2018 08/2018
Youngstown State University Younstown OH 08/2015 05/2019
Mai Capital Management, Llc New Castle PA 04/2024 Present
  • 06/2019 → 04/2024
    Wcg Wealth Advisors, Llc
    New Castle, PA
  • 05/2019 → 04/2024
    Treloar & Heisel, Llc
    New Castle, PA
  • 01/2019 → 05/2019
    Treloar & Heisel, Inc.
    New Castle, PA
  • 08/2016 → 05/2019
    Ysu Honors College
    Younstown, OH
  • 05/2018 → 08/2018
    Treloar & Heisel Wealth Management
    New Castle, PA
  • 08/2015 → 05/2019
    Youngstown State University
    Younstown, OH
  • 04/2024 → Present
    Mai Capital Management, Llc
    New Castle, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-23
  • S65 Uniform Investment Adviser Law Examination
    2019-07-23
Designations
Other Names
  • Nicholas Tancabel

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · NEW CASTLE, PA
CETERA INVESTMENT ADVISERS LLC · New Castle, PA
OSAIC WEALTH, INC. · NEW CASTLE, PA
OSAIC INSTITUTIONS, INC. · New Castle, PA
LPL FINANCIAL LLC · NEW CASTLE, PA
LPL FINANCIAL LLC · NEW CASTLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · New Castle, PA
AMERIPRISE FINANCIAL SERVICES, LLC · New Castle, PA

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