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Albert Macdonald

Managing Partner at Mai Capital Management

Investment adviser registrationPonte Vedra Beach, FLSEC record checked 17 October 2026

26
Years in the industry
16
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Albert Macdonald is Managing Partner of Mai Capital Management, LLC, a Cleveland investment adviser managing $52.1B. Albert Macdonald has been registered through Mai Capital Management since 22 February 2010, has 26 years in the industry across 2 firms and has passed 6 licensing exams.

Role at Mai Capital Management

Title on Schedule A
Managing Partner
Control
Albert Macdonald is a control person of Mai Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Albert Macdonald has held the filed role since October 2025.

The firm

Mai Capital Management, LLC
Cleveland, OH

Form ADV filed 1 October 2026

$52.1B AUM16,261 clients230 advisers44 offices

Career on record

Albert Macdonald has been registered through Mai Capital Management since February 2010, and before that through Strategic Advisers, Inc..

Firms and exams, newest first
  1. Passed SIE · 2017
  2. Mai Capital Management, LLCCurrent
    – present · 17 years
    Ponte Vedra Beach, FL · Adviser representative · Firm CRD 109807
  3. Passed Series 9 and Series 10 · 2006
  4. Strategic Advisers, Inc.
    – · 6 years
    Ft. Lauderdale, FL · Adviser representative · Firm CRD 104555
  5. Passed Series 66 · 2003
  6. Passed Series 7 and Series 63 · 1999

Registrations and exams

Albert Macdonald has a current investment-adviser registration in Florida and has passed 6 qualifying exams.

Florida22 February 2010
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6619 March 2003
Name
Uniform Combined State Law Examination
Series 6320 December 1999
Name
Uniform Securities Agent State Law Examination
Series 1018 December 2006
Name
General Securities Sales Supervisor - General Module Examination
Series 91 September 2006
Name
General Securities Sales Supervisor - Options Module Examination
SIE2 June 2017
Name
Securities Industry Essentials Examination
Series 722 November 1999
Name
General Securities Representative Examination

Individual record

Full name
Albert Edward Macdonald
CRD
4049093
Firm
Mai Capital Management, LLC
Registration status
Investment adviser registration
Office
820 Highway A1A N, Suite E4, Ponte Vedra Beach, FL 32082
Firm bio
mai.capital

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

MAI identifies Albie MacDonald as President of its Advisory Referral Group and Senior Managing Director, and lists him as a member of the Operating Committee. MAI Capital Management biography

Common questions

Where does Albert Macdonald work?

Albert Macdonald has been Managing Partner of Mai Capital Management, LLC since October 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 October 2026

Is Albert Macdonald a financial advisor?

Yes. Albert Macdonald has a current investment-adviser registration in Florida, through Mai Capital Management since February 2010, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Albert Macdonald have?

Albert Macdonald has worked in the financial industry for 26 years as of 17 October 2026, counted from 31 August 2000, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Albert Macdonald passed?

Albert Macdonald has passed 6 licensing exams: the Series 7, Series 63, Series 66, Series 9, Series 10 and SIE. The earliest, the Series 7, was passed in November 1999.

Source: IAPD individual record, checked 17 October 2026

Where did Albert Macdonald work before Mai Capital Management?

Before Mai Capital Management, Albert Macdonald was registered through Strategic Advisers, Inc., March 2003 to May 2009.

Source: IAPD individual record, checked 17 October 2026

Where is Albert Macdonald based?

Albert Macdonald’s registered office is in Ponte Vedra Beach, FL.

Source: IAPD individual record, checked 17 October 2026

Leadership at Mai Capital Management

Sources

  1. IAPD individual record, CRD 4049093. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Mai Capital Management, LLC, filed 1 October 2026. Title, control and ownership bands.
  3. Mai Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Albert Macdonald or Mai Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.