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

Aug 14, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Aug 14, 1995

First registration

Nov 16, 2006

Dual registered

no

IAPD individual key

2640374

• Occurred

  Jan 29, 2024
  Advisor changed firm

  Michael Robert Reed left Madison Wealth Management for Mai Capital Management, Llc (registered 2024-03-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:acc1c674-d607-5068-1d9a-e0e84b55050f

First observed

Nov 16, 2006

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.