Noel Vonuelos
Investment adviser representative at Mai Capital Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Mai Capital Management, LLC.Mar 2024 to now
- Mariner Wealth AdvisorsDec 2020 to Feb 2024
- J.P. Morgan Securities LLCOct 2020 to Nov 2020
- JPMorgan Chase Bank, N.A.Oct 2020 to Nov 2020
- University of CaliforniaMar 2017 to Jun 2019
- Mercer Allied Company, L.P.Apr 2015 to Sep 2020
- The Ayco Company, L.P.Apr 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5855087
- Firm CRD
- 109807