Marc Anthony Traverso
Investment adviser representative at Mai Capital Management, LLC
17 yearsExperience
3 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
17 years in the industry.
- Mai Capital Management, LLCJan 2024 to now
- Traverso Chambers Private Wealth Management, LLCApr 2018 to Jan 2024
- Wells Fargo Advisors Financial Network LLCOct 2009 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, 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
- 2735299
- Firm CRD
- 109807