RM
Rui Ma
RMA CAPITAL MANAGEMENT
Seattle, WA
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CRD#: 5356757
RM
Rui MaRMA CAPITAL MANAGEMENT
Professional summary
Rui Ma is a registered financial advisor currently at RMA CAPITAL MANAGEMENT, LLC located in Seattle, Washington.
Rui is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Rui has worked at 1 firm .
At a Glance
Always Fiduciary
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.
Rui Ma is currently a full-time employee of RIMES Technologies. RIMES Technologies is not an investment-related business. The business address is 84 Wooster Street, New York, NY. RIMES is a data management specialist that provides scalable, and cost-efficient managed data service. Rui Ma's job title is the head of Data, West Coast. He started working for RIMES since April 2009. Rui Ma works for this position on a regular Monday to Friday 9AM-5PM schedule. Because Rui Ma does his investment research during spare time and weekends, and hold the positions for the long term, he does not require any significant time for trading. Usually, Rui Ma. submits orders before 9AM PST and work on RIMES's work during the regular NYSE securities trading hours. Rui Ma's RIMES job duties include developing new databases and supervising the daily data operation that do not conflict with the interests of RMA's clients. Rui Ma founded Invest Rethink, LLC in April 2024. The nature of this business is to explore and develop AI software for investment research. Invest Rethink, LLC is not an investment-related company, and the office address is 9025 35th Ave NE, Seattle, WA 98115. Rui Ma is currently a partner of the LLC and spends approximately 20 hours per week on the business, primarily on weekends, with no overlap during securities trading hours. Rui Ma's primary duties include designing and developing the AI software platform.
CRS (Client Relationship Summary) - RIA
Click below to view Rui Ma'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®
NoneExperience
Current
January 3, 2022 - Present
RMA CAPITAL MANAGEMENT, LLC
RIA
CRD#: 314811
Seattle, WA
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
Washington(1/3/2022)
Exams
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Current Firm
RC
RMA CAPITAL MANAGEMENT, LLC
RMA CAPITAL MANAGEMENT, LLC
CRD#: 314811 / SEC#:
Washington
Registered Investment Advisory firm - (1/3/2022 Approved)Loading...
Contact information
Main Address
Seattle, WA
Mailing Address
Phone number
(425) 595-8992
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 1,268,303 |
Red Flags
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