Alexander Ray
Investment adviser representative at Mai Capital Management, LLC
10 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
10 years in the industry.
- Creative Planning, LLCOct 2026 to now
- Mai Capital Management, LLCNov 2025 to now
- Evoke AdvisorsMay 2022 to Sep 2026
- Goldman Sachs & Co.May 2021 to Apr 2022
- Morgan Stanley Private Bank, N.AJul 2019 to May 2021
- Morgan StanleyJun 2019 to May 2021
- Live Fit GymSep 2018 to Nov 2018
- JP Morgan Securities LLCSep 2016 to Jun 2019
- JP Morgan Chase Bank, N.A.Feb 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
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
- 6710319
- Firm CRD
- 109807