Charles May, financial advisor Coral Gables FL

Charles May

CRD Number: 4653405
Current Firm: Ubs Financial Services Inc.

Charles May (CRD# 4653405) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 20 years of experience in the finance industry. Charles May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services, Inc. Coral Gables, FL Apr 2021 - Current 2
Wells Fargo Clearing Services, LLC Miami, FL Nov 2016 - Apr 2021 4
Efg Capital Advisors Inc. Miami, FL Mar 2014 - Nov 2016 2
Efg Asset Management (americas) Corp Miami, FL Mar 2014 - Nov 2016 2
Efg Capital International Corp Miami, FL Nov 2008 - Nov 2016 8
Efg Capital Advisors LLC Miami, FL Nov 2008 - Nov 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Charles J. May
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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