Grier MayCRD Number: 5224053
Current Firm: Fidelity Personal And Workplace Advisors
Grier May (CRD# 5224053) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Towson, MD and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Fidelity Brokerage Services LLC||Towson, MD||Jul 2020 - Current||2|
|Chapin Davis Investments||Baltimore, MD||Oct 2018 - Jun 2020||1|
|Antique Exchange Interiors||Baltimore, MD||May 2018 - Oct 2018||< 1|
|Beautycounter||Stevenson, MD||Aug 2017 - Aug 2018||1|
|Hanesbrands Inc.||Winston Salem, NC||Sep 2014 - Aug 2017||2|
|Liberty Hardware||Winston Salem, NC||Jun 2013 - Sep 2014||1|
|Wake Forest University||Winston Salem, NC||Aug 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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