Gregory May, financial advisor Annapolis MD
78 score

Gregory May

CRD Number: 5896648
Current Firm: Strategic Advisers, Inc.

Gregory May (CRD# 5896648) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Annapolis, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Annapolis, MD Jan 2016 - Current < 1
Bank Of America, N.a. Edgewater, MD Mar 2015 - Dec 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Edgewater, MD Mar 2015 - Dec 2015 < 1
Pnc Investments Pittsburgh, PA Nov 2013 - Mar 2015 1
Pnc Bank Pittsburgh, PA Nov 2013 - Mar 2015 1
Thrivent Financial For Lutherans Appleton, WI Nov 2011 - Nov 2013 2
Thrivent Investment Management Inc. Owings Mills, MD Aug 2011 - Nov 2013 2
Thrivent Financial For Lutherans Owings Mills, MD Jul 2011 - Nov 2011 < 1
Psf International York, PA Jan 2011 - Jul 2011 < 1
Indecomm Upper Marlboro, MD Nov 2009 - Jan 2011 1
National Fidelity Mortgage Linthicum, MD Dec 2007 - Nov 2009 1
Castle Point Mortgage Elkridge, MD Jun 2001 - Dec 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gregory K. May
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
78

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