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Molly Ann Ciprari

Investment adviser representative at Mai Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 yearsFirm in business

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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.

  1. Mai Capital Management, LLCNov 2025 to now
  2. Evoke AdvisorsAug 2024 to now
  3. NuveenJun 2023 to Aug 2023
  4. Evoke AdvisorsMay 2022 to Jul 2022
  5. University of Wisconsin - MadisonAug 2020 to May 2024
  6. The BeehiveAug 2019 to Aug 2020
  7. Mira Costa High SchoolJul 2016 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7972444
Firm CRD
109807
Advisor's SEC record (opens in a new tab)
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