Walter C. May
EAGLE STRATEGIES LLC
FT WORTH, TX 76102
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CRD#: 1682416
Professional summary
Walter Clifford May, CFP®, who also goes by Chip May, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Ft Worth, Texas and NYLIFE SECURITIES LLC located in Fort Worth, Texas.
Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Walter has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chip May
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA MAY FINANCIAL SOLUTIONS] [OIL, GAS AND MINERAL RIGHTS; WE SOLD OUR MINERAL RIGHTS FOR NATURAL GAS. . ON A NON-REGULAR BASES WE RECEIVE A MINERAL CHECK FOR NATURAL GAS PRODUCTION. I HAVE ZERO TIME IN THIS ACTIVITY; 2009 ROYAL CLUB COURT; ARLINGTON, TX 76017; START DATE 09/2014; ROLE/TITLE: NO TITLE; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [FERRY PILOT--INDEPENDENT CONTRACTOR; I AM HIRED TO FERRY SINGLE ENGINE HIGH PERFORMANCE AIRCRAFT FROM POINT A TO POINT B WHEN THE OWNERS ARE UNABLE TO DO SO THEMSELVES IN NORTH AND SOUTH AMERICA.; 2009 ROYAL CLUB COURT, ARLINGTON, TX 76017; START DATE 08/2015; ROLE/TITLE: INDEPENDENT CONTRACTOR; NOT INVESTMENT RELATED; 15 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: FEES] [CT Aviation, LLC; Airplane ownership; 777 Main Street; Suite 3800; Fort Worth, TX 76102; Start Date 02/2012; Role/Title: Owner; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [Boy Scouts of America; Boy Scouts of America. Local Boy Scout Troop. Merit Badge Councilor & Committee Member; 5500 Mansfield Road; Arlington, TX 76017; Start Date 01/2011; Role/Title: Other; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Mid-Cities Joint Airport Zoning Board; by Arlington City Council. The purpose is to provide ideas and feedback as a city and airport community to the FAA along with ideas that are working or safety procedures with the busy air space around the Dallas Fort Worth International airport.; 5000S Collins Street; Arlington, TX 76018; Start Date 06/2022; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Attend Board Meeting - scheduled for every other month. Offer recommendations and represent my local Arlington Municipal Airport][Arlington Sunrise Rotary Club; Arlington Sunrise Rotary Club:; PO Box 387; Arlington, TX 76004; Start Date 03/1987; Role/Title: Scholarship Committee Chairman; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; scholarship chairman]
CRS (Client Relationship Summary) - RIA
Click below to view Walter Clifford May's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
March 13, 1998 - Present
EAGLE STRATEGIES LLC
Office #1: 777 Main Street Suite 3500, Ft Worth, TX 76102RIA
CRD#: 110826
FT WORTH, TX
Current
August 7, 1987 - Present
NYLIFE SECURITIES LLC
Office #1: 777 Main Street Suite 3800, Fort Worth, TX 76102-5337BD
CRD#: 5167
Fort Worth, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(6/9/2016)
RR
California(1/4/2017)
RR
Colorado(5/18/2001)
RR
Illinois(3/28/2013)
RR
Indiana(10/15/2004)
RR
Iowa(7/16/2025)
RR
Kansas(4/4/1988)
RR
Louisiana(1/3/2023)
RR
Maryland(6/3/2021)
RR
New York(6/20/2023)
RR
North Carolina(5/19/2025)
RR
Oklahoma(1/24/2014)
RR
South Carolina(7/18/2012)
RR
Tennessee(2/22/2024)
RR
Texas(8/7/1987)
IAR
Texas(3/13/1998)
RR
Virginia(3/10/2016)
RR
Wisconsin(1/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
