MM
CFA
MM
CFA

Mayank Mohan

12 Years of Experience
New York, NY

Mayank Mohan is a CFA-designated registered investment advisor at Museum Mile Funds LLC, based in New York, NY, with 12 years of industry experience. Mayank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $27M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$26.9M average
Assets Under Management
$26.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Museum Mile Funds offers investment management services, and the fees are individually negotiated with each client. These fees are based on a percentage of the value of the assets managed, and may range from 0% to 0.50%. The firm may also collect incentive fees based on the performance of investments. Clients will also incur brokerage and other transaction costs.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Museum Mile Funds LLC
August 2025 - Present · 9 mos
Previous Registrations
Mufg Securities Americas INC.Broker
January 2016 - July 2019 · 3 yrs 6 mos
UBS Securities LLCBroker
June 2012 - December 2015 · 3 yrs 6 mos
Sunrise Brokers LLCBroker
March 2012 - June 2012 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - February 2012 · 4 yrs 7 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mayank Mohan - Financial Advisor | TrueAdvisor