Matthew James Pruitt

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

• 05/2017 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensburg, PA
• 01/2010 → 04/2017
  Pnc Bank
  Pittsburgh, PA
• 07/2017 → 12/2019
  Bank Of America, Na
  Greensburg, PA
• 12/2019 → 08/2020
  Citizens Securities, Inc.
  Oakmont, PA
• 10/2020 → 04/2024
  Wcg Wealth Advisors, Llc
  New Castle, PA
• 08/2020 → 04/2024
  Treloar & Heisel, Llc
  New Castle, PA
• 04/2024 → Present
  Mai Capital Management, Llc
  New Castle, PA

Previous Registrations

• 2020-10-02 → 2024-04-16
  The Wealth Consulting Group
  New Castle, PA
  Las Vegas, NV
• 2020-01-02 → 2020-08-19
  Citizens Securities, Inc.
  Kittanning, PA
  Saxonburg, PA
  Bellevue, PA
  Butler, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Butler, PA
  Verona, PA
  Butler, PA
  Monroeville, PA
  Oakmont, PA
• 2017-08-28 → 2020-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2017-08-26

Designations

• Certified Financial Planner

Other Names

• Matt Pruitt