Tania L Gordon
Investment adviser representative at Mai Capital Management, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Mai Capital Management, LLCNov 2025 to now
- Evoke AdvisorsDec 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Dec 2024
- J.P. Morgan Securities LLCSep 2023 to Dec 2024
- First Republic Investment Management, Inc.Sep 2021 to Sep 2023
- First Republic Securities Company, LLCSep 2021 to Jun 2023
- RBC Capital Markets, LLC.Apr 2019 to Sep 2021
- JPMorgan Securities, LLC.May 2018 to Mar 2019
- JPMorgan Chase Bank, N.A.Apr 2017 to Mar 2019
- Hightower AdvisorsNov 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6954058
- Firm CRD
- 109807