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Eric Michael Flett

Mai Capital Management, LLC

Lafayette, CA

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-13
TX RA APPROVED_RES 2025-01-14
  • CA RA
    APPROVED
    Since 2026-01-13
  • TX RA
    APPROVED_RES
    Since 2025-01-14

Branch Locations

251 Lafayette Circle Suite 250, Lafayette, CA 94549 • 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
Concentric Wealth Management Lafayette CA 04/2008 12/2024
Mai Capital Management Llc Lafayette CA 01/2025 Present
Previous Registrations
  • 2008-06-24 → 2025-01-24
    Concentric Wealth Management Llc
    Lafayette, CA
  • 2006-04-03 → 2008-08-04
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2002-03-08 → 2005-03-30
    Bay Isle Financial Llc
    Oakland, CA

View on SEC IAPD

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