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Michael Robert Reed

Mai Capital Management, LLC

Cincinnati, OH

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-06
  • OH RA
    APPROVED
    Since 2024-03-06

Branch Locations

7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • 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
Greystone Investment Management, Llc Cincinnati OH 11/2005 01/2019
Madison Wealth Management Cincinnati OH 01/2019 01/2024
Mai Capital Management Llc Cincinnati OH 01/2024 Present
  • 11/2005 → 01/2019
    Greystone Investment Management, Llc
    Cincinnati, OH
  • 01/2019 → 01/2024
    Madison Wealth Management
    Cincinnati, OH
  • 01/2024 → Present
    Mai Capital Management Llc
    Cincinnati, OH
Previous Registrations
  • 2019-01-17 → 2024-01-29
    Madison Wealth Management
    Cincinnati, OH
  • 2006-11-16 → 2019-01-07
    Greystone Investment Management, Llc
    Cincinnati, OH
Other Businesses

Michael is a partner in GIM Partners, LLC. The sole purpose of this entity is to receive the proceeds from the Madison transaction.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-08-14
  • S63 Uniform Securities Agent State Law Examination
    1995-08-14
Designations

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

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