This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MAI CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 4, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Feb 4, 2009

First registration

Jun 15, 2010

Dual registered

no

Other names

MATTHEW LEE ADAMS|MATT ADAMS|MATT LEE ADAMS|MATT LEE ADAMS|MATTHEW LEE ADAMS|MATT L ADAMS

IAPD individual key

5598677

• Occurred

  Jan 30, 2024
  Advisor changed firm

  Matthew Lee Adams left Traverso Chambers Private Wealth Management, Llc for Mai Capital Management, Llc (registered 2024-01-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0db9170f-ec01-de3d-9f7c-4ca7ebc071af

First observed

Jun 15, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.