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RIA / WealthAdvisor31 years in industry

MICHAEL MARK DVORKIN

Advisor at MAI CAPITAL MANAGEMENT, LLC

Ponte Vedra Beach, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1a0c51f-43f5-26c8-4893-e0b8d7227190

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: May 30, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Mark Dvorkin

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 24, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 24, 1995
First registration: May 30, 2003
Dual registered: no
IAPD individual key: 2642217

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 8, 2021	n/a	yes	Ponte Vedra Beach, FL	Current employment
FORTIUS FINANCIAL ADVISORS, LLC	Former SEC adviser	Aug 27, 2010	Mar 31, 2021	no	CORAL GABLES, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 30, 2003	Apr 27, 2010	no	FT. LAUDERDALE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORTIUS FINANCIAL ADVISORS, LLC	MAI CAPITAL MANAGEMENT, LLC	Mar 31, 2021	Jun 8, 2021	69	Firm change	Other
STRATEGIC ADVISERS LLC	FORTIUS FINANCIAL ADVISORS, LLC	Apr 27, 2010	Aug 27, 2010	122	Firm change	Other

Relationships

Registered with (3)

→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 8, 2021 to presentfactForm ADV
→ FORTIUS FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 27, 2010 to Mar 31, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 30, 2003 to Apr 27, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1a0c51f-43f5-26c8-4893-e0b8d7227190
First observed: May 30, 2003
Last observed: Sep 14, 2026 5 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.

MICHAEL MARK DVORKIN

Advisor at MAI CAPITAL MANAGEMENT, LLC

Ponte Vedra Beach, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1a0c51f-43f5-26c8-4893-e0b8d7227190

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MAI CAPITAL MANAGEMENT, LLC

Independent wealth

Jun 8, 2021

n/a

yes

Ponte Vedra Beach, FL

Current employment

FORTIUS FINANCIAL ADVISORS, LLC

Former SEC adviser

Aug 27, 2010

Mar 31, 2021

CORAL GABLES, FL

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

May 30, 2003

Apr 27, 2010

FT. LAUDERDALE, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FORTIUS FINANCIAL ADVISORS, LLC

MAI CAPITAL MANAGEMENT, LLC

Mar 31, 2021

Jun 8, 2021

Firm change

Other

STRATEGIC ADVISERS LLC

FORTIUS FINANCIAL ADVISORS, LLC

Apr 27, 2010

Aug 27, 2010

122

Firm change

Other