Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Frank Mirra is an investment advisor representative at MAI Capital Management, LLC. Thomas has been in the financial services industry since 2000 and has experience in a variety of investment products and services, including investment advisory services, portfolio management, and financial planning. Thomas is a registered representative with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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
NY
08/01/2024 - Present
MAI Capital Management, LLC (Harrison NY)
NY
09/24/2018 - 08/12/2024
LPL FINANCIAL LLC (NEW YORK NY)
NY
10/15/2015 - 09/11/2018
R. F. LAFFERTY & CO., INC. (NEW YORK NY)
MO
08/07/2013 - 03/24/2016
FULCRUM SECURITIES, LLC (SAINT LOUIS MO)
NY
01/13/2010 - 09/28/2011
INVESTORS CAPITAL CORP. (NEW YORK NY)
PA
01/18/2008 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
08/12/2005 - 01/02/2008
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
DE
05/29/2002 - 08/05/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
01/04/2001 - 02/08/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/10/2000 - 12/21/2000
MANEQUITY, INC. (BOSTON MA)
NY
11/19/1996 - 06/19/1998
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
01/01/1996 - 06/19/1998
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/26/1988 - 12/14/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/26/1988 - 12/14/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
11/22/1985 - 08/15/1986
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
IA
Issued 01/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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