Joseph Nicholas Geier
Investment adviser representative at Mai Capital Management, LLC
36 yearsExperience
4 statesRegistered in
PFSDesignation
$52.1BFirm assets
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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
36 years in the industry.
- Mai Capital Management, LLCSep 2021 to now
- Geier Asset ManagementJan 2000 to Sep 2021
- Geier Financial ManagementNov 1990 to Sep 2021
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 4 states (DE, MD, TX, WI).
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
- 2267993
- Firm CRD
- 109807