Michael Ross Golden
Investment adviser representative at Mai Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 yearsFirm in business
Are you Michael Ross Golden? 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
10 years in the industry.
- Mai Capital Management, LLCNov 2025 to now
- Court Place Advisors, LLCOct 2024 to Nov 2025
- Brock Fis.Apr 2024 to Sep 2024
- Bank of America, N.A.Nov 2019 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Mar 2024
- Brock Fis.Aug 2017 to Oct 2019
- AXA Advisors, LLCJan 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6590919
- Firm CRD
- 109807