Nicholas Joseph Miozzi

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

• 01/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH
• 06/2022 → Present
  Treloar & Heisel
  New Castle, PA
• 09/2021 → 05/2022
  Beverage Marketing Group
  Cleveland, OH
• 06/2021 → 09/2021
  Amazon/Package Pro's Llc
  Kettering, OH
• 09/2018 → 05/2022
  University Of Dayton
  Dayton, OH
• 07/2019 → 08/2019
  Purkey Landscaping Co.
  Oregonia, OH
• 08/2017 → 08/2018
  Firebirds Wood Fired Grill
  Miamisburg, OH
• 08/2014 → 05/2018
  Archbishop Alter High School
  Kettering, OH

Designations

• Chartered Financial Consultant

Other Names

• Nick Miozzi
• Nicholas Miozzi