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Rebekah Lee Porter

Mai Capital Management, LLC

Bethesda, MD

CRD 2319709

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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:

Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-30
  • MD RA
    APPROVED
    Since 2025-10-30

Branch Locations

Bethesda, MD • 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
Sfa Llc Bethesda MD 08/2009 06/2020
Nylife Securities Llc Bethesda MD 03/2010 06/2020
Rbc Capital Markets, Llc Washington DC 06/2020 10/2022
Lpl Financial Llc Bethesda MD 10/2022 07/2025
Mai Capital Management, Llc Cleveland OH 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-17
S63 Uniform Securities Agent State Law Examination 1993-04-08
  • S66 Uniform Combined State Law Examination
    2020-10-17
  • S63 Uniform Securities Agent State Law Examination
    1993-04-08
Other Names
  • Rebekah Lee Andrews
  • Young Na Jung
  • Rebekah Lee Andrews

View on SEC IAPD

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