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Maya Jean Philipson

Adasina Social Capital

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About Maya Jean Philipson

Maya Jean Philipson is a registered Investment Advisor Representative with Adasina Social Capital. Maya has been in the financial services industry since 2005 and has a strong background in investment management. Maya holds the Series 7 and Series 66 licenses. Maya provides investment advice to individuals, families, and businesses. Maya has extensive experience in portfolio management and financial planning. In addition to working with Adasina Social Capital, Maya also serves as a board member for Philipson Business Properties L.P. Maya is committed to helping clients achieve their financial goals.

Firm Information

Maya Philipson is currently registered with Adasina Social Capital. Adasina Social Capital is an investment advisor registered with the SEC. The firm manages approximately $232.9 million in assets for a variety of clients including individuals, corporations, investment companies, and charitable organizations. Adasina Social Capital specializes in financial planning, portfolio management, and educational seminars. The firm has 9 employees who work on investment advisory functions.

$232.90M

Assets Under Management

2

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Maya Philipson’s Registration & Firm History

CA

04/12/2023 - Present

Adasina Social Capital (BERKELEY CA)

CA

04/05/2006 - 12/31/2009

CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN FRANCISCO CA)

MN

06/02/2005 - 09/20/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/02/2005 - 09/20/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maya Jean Philipson.
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