Best Investors Account Sign in
Inactive

Michael Russell Peters

Mai Capital Management, LLC

Cleveland, OH

Pittsburgh, PA

Claim This Profile
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-08-27
DE RA APPROVED 2024-08-06
TX RA APPROVED_RES 2024-08-05
MD RA APPROVED 2024-08-02
NY RA APPROVED 2024-08-02
PA RA APPROVED 2024-08-02
  • NJ RA
    APPROVED
    Since 2024-08-27
  • DE RA
    APPROVED
    Since 2024-08-06
  • TX RA
    APPROVED_RES
    Since 2024-08-05
  • MD RA
    APPROVED
    Since 2024-08-02
  • NY RA
    APPROVED
    Since 2024-08-02
  • PA RA
    APPROVED
    Since 2024-08-02

Branch Locations

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

Pittsburgh, PA • 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
Treloar & Heisel, Llc New Castle PA 06/2020 Present
University Of Dayton Dayton OH 08/2016 05/2020
Treloar & Heisel, Inc. New Castle PA 08/2018 06/2019
Sewickly Hgts Golf Club Sewickly PA 05/2018 08/2018
University Of Dayton Learning Resources Dayton OH 08/2018 05/2020
Major Lawn Service Pittsburgh PA 05/2017 08/2017
Wcg Wealth Advisors, Llc New Castle PA 01/2022 06/2024
Mai Capital Management, Llc Cleveland OH 06/2024 Present
  • 06/2020 → Present
    Treloar & Heisel, Llc
    New Castle, PA
  • 08/2016 → 05/2020
    University Of Dayton
    Dayton, OH
  • 08/2018 → 06/2019
    Treloar & Heisel, Inc.
    New Castle, PA
  • 05/2018 → 08/2018
    Sewickly Hgts Golf Club
    Sewickly, PA
  • 08/2018 → 05/2020
    University Of Dayton Learning Resources
    Dayton, OH
  • 05/2017 → 08/2017
    Major Lawn Service
    Pittsburgh, PA
  • 01/2022 → 06/2024
    Wcg Wealth Advisors, Llc
    New Castle, PA
  • 06/2024 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-12-10

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRASAD WEALTH PARTNERS

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor