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IM

Irenee D. May

GRAY OAK CAPITAL
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 2627779
IM

Professional summary

Irenee D May, who also goes by May Irenee, Irenee May, is a registered financial professional currently at GRAY OAK CAPITAL, LLC located in Greenwich, Connecticut.

Irenee is registered as a RR (Registered Representative) and started their career in finance in 1995. Irenee has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

May Irenee | Irenee 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Irenee D May's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 21, 2020 - Present

GRAY OAK CAPITAL, LLC

Office #1: 55 Old Field Point Road Suite 200, Greenwich, CT 06830Office #2: 55 Old Field Point Road, Greenwich, CT 06830
BD
CRD#: 290056
Greenwich, CT
Past

November 20, 2018 - March 6, 2019

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

January 5, 2006 - December 2, 2016

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

January 18, 2001 - March 18, 2005

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

September 26, 1995 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(6/18/2021)
RR
Colorado
(6/18/2021)
RR
Connecticut
(2/21/2020)
RR
District of Columbia
(6/18/2021)
RR
Florida
(6/18/2021)
RR
Illinois
(6/18/2021)
RR
Massachusetts
(6/18/2021)
RR
Michigan
(8/27/2021)
RR
Minnesota
(6/18/2021)
RR
New Jersey
(6/18/2021)
RR
New York
(6/18/2021)
RR
Texas
(6/18/2021)
RR
Washington
(6/18/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/24/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/1995
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GO
GRAY OAK CAPITAL, LLC
GRAY OAK CAPITAL, LLC

CRD#: 290056 / SEC#: , 8-70014

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
55 Old Field Point Road, Greenwich, CT 06830
Mailing Address
55 Old Field Point Road, Greenwich, CT 06830
Phone number
(203) 987-0015
Established
Delaware since 02/27/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WILKINS, MICHAEL STEWARTFOUNDING MEMBER1692310
HALVORSEN, MARK ANDREWCEO, AMLCO, FINOP4750852
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519

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.

Company Information

GRAY OAK CAPITAL, LLC

CRD#: 290056Greenwich, CT 06830

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