Hari K Rao
Investment adviser representative at Mainstay Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
Are you Hari K Rao? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mainstay Capital Management, LLCMay 2020 to now
- Self-employedDec 2019 to Apr 2020
- Edward JonesMay 2019 to Nov 2019
- Citizens Securities, Inc.Sep 2018 to May 2019
- Farmers Financial SolutionsAug 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mainstay Capital Management, LLC
$5.3BAssets managed
3,454Clients
22Advisers
25 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
- 5906802
- Firm CRD
- 109528