Thomas Frank Mirra
Investment adviser representative at Mai Capital Management, LLC
15 yearsExperience
7 statesRegistered in
$52.1BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Mai Capital Management, LLCJul 2024 to now
- Global Retirement Partners, LLCJan 2019 to Jul 2024
- LPL FinancialSep 2018 to Jul 2024
- R F Lafferty & Co. Inc.Sep 2015 to Aug 2018
- Distribution PartnersSep 2011 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 7 states (AL, CA, CT, NJ, NY, PA, TX).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1437208
- Firm CRD
- 109807