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Drew Nicholas Bryant

Mai Capital Management, LLC

Los Angeles, CA

CRD 6799683

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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:

Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-13
CA RA APPROVED 2022-08-17
  • TX RA
    APPROVED
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2022-08-17

Branch Locations

10635 Santa Monica Blvd Suite 240, Los Angeles, CA 90025 • 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
Student Los Angeles CA 08/2008 08/2018
Intersect Capital Llc Los Angeles CA 11/2020 07/2022
Intersect Capital Llc San Ramon CA 11/2020 07/2022
Bny Mellon Wealth Los Angeles CA 08/2018 10/2020
Mai Capital Management, Llc Los Angeles CA 07/2022 Present
  • 08/2008 → 08/2018
    Student
    Los Angeles, CA
  • 11/2020 → 07/2022
    Intersect Capital Llc
    Los Angeles, CA
  • 11/2020 → 07/2022
    Intersect Capital Llc
    San Ramon, CA
  • 08/2018 → 10/2020
    Bny Mellon Wealth
    Los Angeles, CA
  • 07/2022 → Present
    Los Angeles, CA
Previous Registrations
  • 2021-05-20 → 2022-08-05
    Intersect Capital Llc
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-20
  • S65 Uniform Investment Adviser Law Examination
    2021-05-20
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Drew Bryant

View on SEC IAPD

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