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Robert C. Chorlins

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CRD#: 5115125
RC
Robert Christopher Chorlins

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Christopher Chorlins, CFP® was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 6 firms and has passed the Series 66 and Series 7 exams.

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.
Robert Christopher Chorlins is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Start date: 2009

Experience

Past

December 22, 2020 - July 23, 2026

MAI CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109807
St Louis, MO
Past

August 15, 2012 - December 23, 2020

GREENWAY FAMILY OFFICE, LLC

RIA
CRD#: 153070
ST LOUIS, MO
Past

February 24, 2010 - May 12, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

February 24, 2010 - May 12, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 20, 2007 - December 17, 2009

EDWARD JONES

RIA
CRD#: 250
LADUE, MO
Past

April 20, 2007 - December 17, 2009

EDWARD JONES

BD
CRD#: 250
LADUE, MO
Past

February 28, 2007 - March 13, 2007

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
FENTON, MO
Past

February 27, 2007 - March 13, 2007

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
FENTON, MO
Past

January 3, 2007 - February 13, 2007

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
FENTON, MO
Past

January 3, 2007 - February 13, 2007

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
FENTON, MO
Past

May 18, 2006 - May 25, 2006

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
ST. LOUIS, MO
Past

April 25, 2006 - May 25, 2006

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MAI CAPITAL MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT LLC | MCCORMACK ADVISORS INTERNATIONAL LLC | MAI WEALTH ADVISORS LLC | MAI CAPITAL MANAGEMENT, LLC

CRD#: 109807 / SEC#: 801-58104

RIA
Registered Investment Advisory firm - (10/2/2000 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/2006
General Securities Representative Examination

Current Firm

MAI CAPITAL MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT LLC | MCCORMACK ADVISORS INTERNATIONAL LLC | MAI WEALTH ADVISORS LLC | MAI CAPITAL MANAGEMENT, LLC

CRD#: 109807 / SEC#: 801-58104

RIA
Registered Investment Advisory firm - (10/2/2000 Approved)
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Contact information

Main Address
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131
Mailing Address
Phone number
(216) 920-4800
Established
Firm type
Fiscal year end
# of Employees
482

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAI CAPITAL MANAGEMENT ADV PART 2A NOVEMBER 2025 (12/1/2025)

Regulatory assets under management

Total Number of Accounts40,758
AUM (Assets Under Management)$ 29,630,499,856

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/20/2026
Cover Page
Report
11/25/2024
Cover Page
Report
01/28/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MAI CAPITAL MANAGEMENT, LLC

MAI CAPITAL MANAGEMENT, LLC

CRD#: 109807

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