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Nicole Ann Zidlicky

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
OH RA APPROVED 2026-08-10
  • OH RA
    APPROVED
    Since 2026-08-10

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
Pruco Securities, Llc Mayfield Heights OH 09/2018 02/2019
Option Care Brecksville OH 12/2014 08/2018
The Prudential Insurance Company Of America Mayfield Heights OH 12/2018 02/2019
Select Medical Beachwood OH 04/2019 05/2019
Velocity Advisors Westlake OH 05/2019 10/2024
Cleveland Clinic Rehab Hospital Beachwood OH 04/2019 12/2019
Cetera Advisors Denver CO 05/2019 04/2025
Mai Captial Management Llc Cleveland OH 04/2025 Present
  • 09/2018 → 02/2019
    Pruco Securities, Llc
    Mayfield Heights, OH
  • 12/2014 → 08/2018
    Option Care
    Brecksville, OH
  • 12/2018 → 02/2019
    The Prudential Insurance Company Of America
    Mayfield Heights, OH
  • 04/2019 → 05/2019
    Select Medical
    Beachwood, OH
  • 05/2019 → 10/2024
    Velocity Advisors
    Westlake, OH
  • 04/2019 → 12/2019
    Cleveland Clinic Rehab Hospital
    Beachwood, OH
  • 05/2019 → 04/2025
    Cetera Advisors
    Denver, CO
  • 04/2025 → Present
    Mai Captial Management Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10
Other Names
  • Nicole Ann Romito
  • Nicole Ann Zidlicky

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
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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