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Nimita Naik

Mai Capital Management, LLC

Cleveland, OH

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 2024-09-13
  • OH RA
    APPROVED
    Since 2024-09-13

Branch Locations

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

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
Huntington Bank Brook Park OH 10/2015 07/2017
Citizens Bank Rocky River OH 08/2017 07/2018
Citizens Securities, Inc Rocky River OH 08/2017 07/2018
The Huntington National Bank North Olmsted OH 08/2018 09/2021
The Huntington Investment Company Columbus OH 08/2018 09/2021
The Hunitington National Bank Cleveland OH 09/2021 09/2022
The Huntington Investment Company Columbus OH 09/2021 09/2022
Mai Capital Management, Llc Cleveland OH 08/2024 Present
Clearstead Cleveland OH 10/2022 08/2024
  • 10/2015 → 07/2017
    Huntington Bank
    Brook Park, OH
  • 08/2017 → 07/2018
    Citizens Bank
    Rocky River, OH
  • 08/2017 → 07/2018
    Citizens Securities, Inc
    Rocky River, OH
  • 08/2018 → 09/2021
    The Huntington National Bank
    North Olmsted, OH
  • 08/2018 → 09/2021
    The Huntington Investment Company
    Columbus, OH
  • 09/2021 → 09/2022
    The Hunitington National Bank
    Cleveland, OH
  • 09/2021 → 09/2022
    The Huntington Investment Company
    Columbus, OH
  • 08/2024 → Present
    Mai Capital Management, Llc
    Cleveland, OH
  • 10/2022 → 08/2024
    Clearstead
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-06
  • S63 Uniform Securities Agent State Law Examination
    2017-11-06
Designations

View on SEC IAPD

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JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

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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