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Robert Karras

Mai Capital Management, LLC

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
TX RA APPROVED 2024-05-02
OH RA APPROVED 2024-02-21
  • TX RA
    APPROVED
    Since 2024-05-02
  • OH RA
    APPROVED
    Since 2024-02-21

Branch Locations

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
R Karras Asset Management & Planning, Llc Independence OH 06/2008 12/2023
Mai Capital Management Cleveland OH 12/2023 Present
  • 06/2008 → 12/2023
    R Karras Asset Management & Planning, Llc
    Independence, OH
  • 12/2023 → Present
    Mai Capital Management
    Cleveland, OH
Previous Registrations
  • 2009-01-13 → 2024-01-08
    R Karras Asset Management & Planning, Llc
    Independence, OH
  • 2003-01-16 → 2009-12-18
    The Financial Strategies Group, Inc
    Independence, OH
    Cleveland, OH
  • 1999-10-15 → 2005-11-11
    Lpl Financial Llc
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-21
  • S63 Uniform Securities Agent State Law Examination
    1993-07-21
Designations

View on SEC IAPD

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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
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