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Hari K Rao

Mainstay Capital Management, LLC

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About Hari K Rao

Hari K Rao is a financial advisor working with Mainstay Capital Management, LLC. Hari has been a financial advisor for more than 9 years. Hari has a wide range of experience in the financial services industry, having worked with firms such as Edward Jones, Citizens Securities, Inc., Farmers Financial Solutions, LLC, and LPL Financial LLC. Hari specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Hari Rao is currently registered with Mainstay Capital Management, LLC. Mainstay Capital Management, LLC is an investment advisor based in Grand Blanc, MI. The firm offers financial planning and portfolio management services for individuals and businesses, as well as educational seminars. Mainstay Capital manages approximately $4.2 billion in assets for 3,445 clients.
Mainstay Capital Management, LLC

10775 SOUTH SAGINAW

GRAND BLANC, MI 48439

$4.17B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hari Rao’s Registration & Firm History

MI

05/05/2020 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

MI

05/17/2019 - 11/25/2019

EDWARD JONES (WATERFORD MI)

MI

09/25/2018 - 05/16/2019

CITIZENS SECURITIES, INC. (NOVI MI)

MI

08/31/2016 - 09/24/2018

FARMERS FINANCIAL SOLUTIONS, LLC (HOWELL MI)

MI

05/30/2012 - 08/30/2016

LPL FINANCIAL LLC (FARMINGTON HILLS MI)

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Licenses & Designations

BOTH

Issued 12/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hari K Rao.
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