Unclaimed Profile

Richard James Buoncore

MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, Ohio

Series 7, Series 24, Series 27, Series 63, Series 65Clean record31 years registeredMAI CAPITAL MANAGEMENT, LLC

6050 OAK TREE BLVD, CLEVELAND, OH 44131CRD# 1652210Firm CRD# 109807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard James Buoncore · CLEVELAND, OH

Registration

CRD #1652210 · MAI CAPITAL MANAGEMENT, LLC · 31 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Apr 2007 – present

BC INVESTMENT PARTNERS LLC

Nov 2006 – Apr 2007

CLEVELAND, OH

VICTORY CAPITAL MANAGEMENT INC.

Sep 1994 – Oct 2005

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · September 8, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAI CAPITAL MANAGEMENT, LLC

CRD 109807 · SEC 801-58104

AUM

$19.7B

Regulatory assets under management

Employees

331

26,826 client accounts

Services offered by MAI CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MAI CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Richard James Buoncore offer?

Richard James Buoncore specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Richard James Buoncore's credentials?

Richard James Buoncore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard James Buoncore located?

Richard James Buoncore is based in CLEVELAND, Ohio, working with MAI CAPITAL MANAGEMENT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Richard James Buoncore charge for services?

Richard James Buoncore's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of non-investment income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAI CAPITAL MANAGEMENT, LLC?

MAI CAPITAL MANAGEMENT, LLC has approximately 331 employees and manages $19.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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