Daniel Joseph Ambroskiewicz

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

• 09/2017 → 04/2018
  Red Lobster
  Morgantown, WV
• 06/2018 → 08/2018
  Monroe Township Public Works
  Williamstown, NJ
• 09/2015 → 05/2019
  West Virginia University
  Morgantown, WV
• 01/2022 → 07/2024
  Wcg Wealth Advisors, Llc
  New Castle, PA
• 05/2019 → 06/2020
  Equitable Advisors
  Philadelphia, PA
• 01/2018 → 12/2018
  Self Employed
  Morgantown, WV
• 07/2018 → 10/2019
  Uber
  Morgantown, WV
• 07/2020 → Present
  Treloar & Heisel, Llc
  New Castle, PA
• 06/2024 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2022-01-25 → 2024-04-16
  The Wealth Consulting Group
  St. Petersburg, FL
  New Castle, PA
  Las Vegas, NV

Other Businesses

1) Treloar & Heisel, LLC - Non-Investment Related - At Address of Record - Fixed Insurance sales/sale of non-variable insurance; Accident and Health Insurance for various carriers - Financial Service Associate - Started 07/06/2020 - Approximate hours per month 240

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-03

Other Names

• Daniel Ambroskiewicz
• Daniel J. Ambroskiewicz