Andy Mai (CRD# 6364182) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 8 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baystate Wealth Management | Boston, MA | Jan 2024 - Current | < 1 |
| Baystate Wealth Management | Boston, MA | Jan 2023 - Dec 2023 | < 1 |
| Baystate Wealth Management | Boston, MA | Jan 2021 - Dec 2022 | 1 |
| Mml Investors Services, LLC | Boston, MA | Mar 2017 - Nov 2021 | 4 |
| Baystate Wealth Management | Boston, MA | Sep 2019 - Dec 2020 | 1 |
| Metlife Securities Inc. | Boston, MA | Dec 2015 - Mar 2017 | 1 |
| Metlife Securities Inc. | Boston, MA | Jun 2015 - Mar 2017 | 1 |
| Boston College | Boston, MA | Sep 2011 - May 2015 | 3 |
| Baystate Financial | Boston, MA | Jun 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- MA
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Total Assets Under Management1,917MILLIONS
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Total Number of Accounts4,733ACCOUNTS
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Average Account Value$405,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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