Patrick Francis xavier Gingras
Investment adviser representative at Mai Capital Management, LLC
20 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 yearsFirm in business
Are you Patrick Francis xavier Gingras? Claim your profile
Contact this firm
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
20 years in the industry.
- Mai Capital Management, LLCJan 2022 to now
- Watermark Securities, IncFeb 2019 to Dec 2021
- Brenton Point Wealth Advisors LLCMar 2017 to Dec 2021
- Essex Financial Services, Inc.May 2006 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2555496
- Firm CRD
- 109807