Nicole Ann Zidlicky
Investment adviser representative at Mai Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 yearsFirm in business
Are you Nicole Ann Zidlicky? 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
12 years in the industry.
- Mai Capital Management, LLCAug 2026 to now
- Mai Captial Management LLCApr 2025 to now
- Cetera AdvisorsMay 2019 to Apr 2025
- Velocity AdvisorsMay 2019 to Oct 2024
- Cleveland Clinic Rehab HospitalApr 2019 to Dec 2019
- Select MedicalApr 2019 to May 2019
- The Prudential Insurance Company of AmericaDec 2018 to Feb 2019
- Pruco Securities, LLCSep 2018 to Feb 2019
- Option CareDec 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7020412
- Firm CRD
- 109807