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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Marusic is an investment advisor representative at MAI Capital Management, LLC, Andrew has been in the industry since January 2012. Andrew has a Series 63, Series 7 and SIE licenses. Andrew also holds a Series 63 license in Ohio. Andrew specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew also provides financial planning, pension consulting, and selection of other advisors. Prior to joining MAI Capital Management, LLC, Andrew worked at Commonwealth Financial Network. Andrew's current firm, MAI Capital Management, LLC, manages over $19 billion in assets for its clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
01/19/2021 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
01/23/2012 - 06/30/2017
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND OH)
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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