Maitri K. Goonewardena

MKG CAPITAL MANAGEMENT

SAN FRANCISCO, CA

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CRD#: 4998833

Professional summary

Maitri K. J. Goonewardena, CFA is a registered financial advisor currently at MKG CAPITAL MANAGEMENT, LLC located in San Francisco, California and HAWLEY ADVISORS located in San Francisco, California.

Maitri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Maitri has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

01/2020 - Investment Related - MKG Capital (CA state registered IA Firm) - 660 Clipper Street, #105, San Francisco, CA 94114 Owner/Operator; Compensation $100K - Financial Planning, Portfolio Management, Research Analyst - Full time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maitri K. J. Goonewardena's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

January 12, 2000 - Present

MKG CAPITAL MANAGEMENT, LLC

RIA

CRD#: 136286

SAN FRANCISCO, CA

Current

May 6, 2020 - Present

HAWLEY ADVISORS

Office #1: 660 Clipper Street #105, San Francisco, CA 94104

RIA

CRD#: 139335

San Francisco, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/12/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/1999

Uniform Investment Adviser Law Examination

Current Firm

HAWLEY ADVISORS

CRD#: 139335 / SEC#:

California

Registered Investment Advisory firm - (6/16/1999 Approved)

Texas

Registered Investment Advisory firm - (3/27/2014 Conditional Restricted)

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Contact information

Main Address

1600 South Main Street Suite 190, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 906-9800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 67,960,413

Red Flags

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Maitri K. Goonewardena

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maitri K. J. Goonewardena's CRS (Customer Relationship Summary).

Certified licenses

Experience

MKG CAPITAL MANAGEMENT, LLC

HAWLEY ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1999

Current Firm

HAWLEY ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAWLEY ADVISORS

TRUST BUT VERIFY

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