Deanna Cilnyk Roeger
Investment adviser representative at Mai Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 yearsFirm in business
Are you Deanna Cilnyk Roeger? 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
14 years in the industry.
- Mai Capital Management, LLCAug 2022 to now
- Deanna RoegerJun 2014 to now
- Mcdonald Partners LLCMay 2021 to Aug 2022
- Cetera Advisor NetworksNov 2018 to Apr 2019
- Cwm, LLC dba Carson Group PartnersNov 2018 to Apr 2019
- Heritage Financial Partners, LLCJan 2016 to Apr 2019
- Cambridge Investment Research Advisors, Inc.May 2014 to Nov 2018
- Cambridge Investment Research, Inc.May 2014 to Nov 2018
- Hanson Financial ServicesSep 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4384934
- Firm CRD
- 109807