Stanley John Majkrzak

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 12/2020
  Commonwealth Financial Network
  Waltham, MA
• 12/1990 → 12/2017
  Howard, Wershbale & Co, Cpa'S
  Cleveland, OH
• 11/1999 → 01/2021
  Hw Financial Advisors
  Cleveland, OH
• 01/2021 → Present
  Mai Capital Management
  Cleveland, OH

Previous Registrations

• 1999-11-26 → 2021-01-07
  Commonwealth Financial Network
  Cleveland, OH
  Mentor, OH
  Waltham, MA
  Cleveland, OH
  Westerville, OH
  Cleveland, OH
• 2003-01-17 → 2020-01-02
  Hw Financial Advisors
  Cleveland, OH
  Cleveland, OH

Other Businesses

IPS Bio, LLC, Co-owner of private entity created to purchase private offering investment in Biomendics, LLC, not conducted at branch, not investment related.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-30

Designations

• Certified Financial Planner

Other Names

• Stanley Majkrzak