Dylan Schwartz
Investment adviser representative at Mai Capital Management, LLC
10 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
10 years in the industry.
- Mai Capital Management, LLCAug 2024 to now
- Larson Financial GroupOct 2021 to Aug 2024
- Wells Fargo Advisors Financial Network, LLCAug 2019 to Sep 2021
- Van De Ven Cpas and Business ConsultantsJul 2018 to Jul 2019
- Southeast Missouri State UniversityMay 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7172703
- Firm CRD
- 109807