Joseph Aron Warsavsky
Investment adviser representative at Mai Capital Management, LLC
14 yearsExperience
2 statesRegistered in
$52.1BFirm assets
26 yearsFirm in business
Are you Joseph Aron Warsavsky? 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, LLCJan 2026 to now
- Evoke AdvisorsAug 2024 to now
- Crescent Bay Advisors, Inc.Nov 2012 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4402976
- Firm CRD
- 109807