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Steven Brent Trax

Mai Capital Management, LLC

Reston, VA

Cleveland, 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
WI RA APPROVED 2025-09-23
LA RA APPROVED 2019-07-23
TX RA APPROVED 2019-07-23
VA RA APPROVED 2019-07-23
  • WI RA
    APPROVED
    Since 2025-09-23
  • LA RA
    APPROVED
    Since 2019-07-23
  • TX RA
    APPROVED
    Since 2019-07-23
  • VA RA
    APPROVED
    Since 2019-07-23

Branch Locations

11710 Plaza America Drive, Suite 1010, Reston, VA 20190 • United States

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • 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
Mtx Wealth Management, Llc Mooreston VA 02/2007 06/2019
Mai Capital Management, Llc Reston VA 06/2019 Present
Previous Registrations
  • 2007-03-09 → 2019-06-28
    Mtx Wealth Management, Llc
    Bethesda, MD
    Reston, VA
  • 2004-10-12 → 2007-12-31
    Sfx Financial Advisory Management Enterprises Inc
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-16
  • S65 Uniform Investment Adviser Law Examination
    1996-07-16
Designations
Other Names
  • Steven Trax

View on SEC IAPD

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CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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