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Mitchell M. Best

Some features on this profile are disabled
CRD#: 6482775
MB

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.

Mitchell Meloy Best, CFP®, who also goes by Mitch Meloy Best, Mitchell Best, was a registered financial professional .

Mitchell is a previously registered financial professional and started their career in finance in 2018. Mitchell had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mitch Meloy Best | Mitchell Best

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.
Matium is a cutting edge SaaS platform focused on automating the raw materials supply chain. I am the director of business development and focused on assisting / growing our user base. This is a mostly full time positions where I will work 30-40 hours per week. My duties include creating our marketing efforts, partnerships, and empowering our sales team.

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: 2020

Experience

Past

December 8, 2023 - November 3, 2025

MAI CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109807
Annapolis, MD
Past

July 29, 2022 - October 11, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Annapolis, MD
Past

July 29, 2022 - October 11, 2023

MORGAN STANLEY

BD
CRD#: 149777
Annapolis, MD
Past

November 5, 2018 - August 9, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WASHINGTON, DC
Past

October 3, 2018 - August 9, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WASHINGTON, DC

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: 10/26/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2018
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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
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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