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Michael William Mccort

Mai Capital Management, LLC

Fort Myers, FL

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-23
FL RA APPROVED 2025-12-03
PA RA APPROVED 2025-11-10
  • GA RA
    APPROVED
    Since 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-03
  • PA RA
    APPROVED
    Since 2025-11-10

Branch Locations

5237 Summerlin Commons Blvd. Suite 319, Fort Myers, FL 33907 • 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
Girard Partners Ltd King Of Prussia PA 04/2009 07/2019
Girard Capital, Llc King Of Prussia PA 01/2011 07/2019
Liberty Private Client Llc Fort Myers FL 07/2019 10/2025
Mai Capital Management, Llc Cleveland OH 10/2025 Present
  • 04/2009 → 07/2019
    Girard Partners Ltd
    King Of Prussia, PA
  • 01/2011 → 07/2019
    Girard Capital, Llc
    King Of Prussia, PA
  • 07/2019 → 10/2025
    Liberty Private Client Llc
    Fort Myers, FL
  • 10/2025 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-24
S66 Uniform Combined State Law Examination 2003-01-07
S63 Uniform Securities Agent State Law Examination 1993-10-26
  • S65 Uniform Investment Adviser Law Examination
    2014-06-24
  • S66 Uniform Combined State Law Examination
    2003-01-07
  • S63 Uniform Securities Agent State Law Examination
    1993-10-26
Other Names
  • Mike Mccort

View on SEC IAPD

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Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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