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Paul Ernest Hebert

MAI Capital Management, LLC

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About Paul Ernest Hebert

Paul Ernest Hebert is a financial advisor with MAI Capital Management, LLC, an SEC Registered Investment Advisor. Paul has been working in the financial industry since 1996 and has experience in both the brokerage and investment advisory industries. He has a wide range of experience serving individuals, businesses, trusts, estates, and non-profit organizations. Paul is a Registered Representative in the State of New Hampshire and is also licensed to provide financial advice in several other states. Paul has achieved the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses.

Firm Information

Paul Hebert is currently registered with MAI Capital Management, LLC. MAI Capital Management, LLC is an investment advisor headquartered in Cleveland, Ohio. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. MAI Capital Management manages approximately $19.71 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
MAI Capital Management, LLC

6050 OAK TREE BLVD

CLEVELAND, OH 44131

$19.71B

Assets Under Management

160

Total Clients

188

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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due diligence/research

Due diligence/research

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of non-investment income

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Paul Hebert’s Registration & Firm History

NH

11/30/2017 - Present

MAI Capital Management, LLC (Lyndeborough NH)

FL

05/24/1996 - 07/12/2017

FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)

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Licenses & Designations

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/02/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul Ernest Hebert. Review regulatory record here.
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