linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremiah Ludington

Mainstay Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your Profile

About Jeremiah Ludington

Jeremiah Ludington is a registered investment advisor representative at Mainstay Capital Management, LLC. Jeremiah has been in the industry since 2014 and is licensed to provide financial advice in Michigan. Jeremiah is a Series 66, SIE, and Series 7 licensed advisor. In the past, Jeremiah has worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and ZHANG FINANCIAL LLC. Mainstay Capital Management, LLC provides financial planning and portfolio management for individuals, businesses, and high-net-worth individuals. The firm charges a fee based on a percentage of assets under management.

Firm Information

Jeremiah Ludington 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremiah Ludington’s Registration & Firm History

MI

04/04/2019 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

MI

06/30/2014 - 01/12/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)

Not sure if Jeremiah Ludington is right for you?

Licenses & Designations

BOTH

Issued 07/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremiah Ludington.
Not sure if Jeremiah Ludington is right for you?