MML Investors Services
46yrs
Top advisor by experience in Marriottsville
36yrs
Brian Joseph Woods
Financial advisor at MAI Capital Management
At a glance
Experience36 years (since 1991)
How that compares ?Top 5% by experience at MAI Capital Management
Office2205 Warwick Way Suite 200, Marriottsville, MD 21104
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
States licensed ?2 states
Services through MAI Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowMAI Capital Management, LLCCurrent firm
- 2003 – 2021Geier Asset Management Inc.Previously
- 1991 – 2003Shapiro Robinson & Associates Inc.Previously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Brian
How do I contact Brian?
Call MAI Capital Management at (216) 920-4800 and ask for Brian Joseph Woods. Brian works from the Marriottsville, MD office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1991, about 36 years. Top 5% by experience at MAI Capital Management.
What licenses does Brian hold?
No exams are listed on the official record.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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