AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MM

Michael Donovan May

CFP®
SYMETRA SECURITIES
BELLEVUE, WA
·CRD# 3038852·28 years experience

Professional Summary

Michael Donovan May, CFP®, who also goes by Michael May, is a registered financial advisor currently at SYMETRA SECURITIES, INC. located in Bellevue, Washington. Michael is registered as a RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael May

Blog Corner

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
View profile
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Credentials

CFP®
Certified Financial Planner

Years of Experience

28 years in the financial services industry

Current & Past Employments

SYMETRA SECURITIES, INC.·CRD# 739
BD
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
April 3, 2026 - Present
TLG ADVISORS, INC.·CRD# 111052
RIA
Franklin, TN
March 30, 2020 - March 30, 2026
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
March 21, 2019 - March 30, 2026
NATIONWIDE SECURITIES, LLC·CRD# 11173
RIA
Columbus, OH
August 1, 2008 - January 4, 2019
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Dublin, OH
October 31, 2006 - August 1, 2008
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
RIA
Dublin, OH
November 10, 2005 - August 1, 2008
NATIONWIDE SECURITIES, LLC·CRD# 11173
BD
Columbus, OH
July 9, 2004 - January 4, 2019
NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110
RIA
Dublin, OH
February 26, 2004 - June 18, 2004
NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110
BD
Columbus, OH
December 2, 2002 - July 1, 2004
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
Chicago, IL
October 3, 2001 - November 20, 2002
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
Chicago, IL
March 10, 1999 - October 5, 2000
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
February 16, 1999 - March 10, 1999
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
Edison, NJ
April 7, 1998 - February 11, 1999

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Current Firm

SS
SYMETRA SECURITIES, INC.

SAFECO SECURITIES, INC. | SYMETRA SECURITIES, INC.

CRD#: 739 / SEC#: 8-13470
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135

Mailing Address

777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135

Phone Number

(800) 796-3872

Established

Washington since 08/24/1967

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SYMETRA FINANCIAL CORPORATIONOWNER—
BOWEN, LACY CHEREECHIEF COMPLIANCE OFFICER5570690
DIMITRI, DAVID MICHAELSECRETARY4806001
DOW, SHANEN LYNNASSISTANT TREASURER, VICE PRESIDENT7676848
ELLIS, COURTNEY LYNNCHIEF OPERATING OFFICER5460601
FARRELL, ANDREW MICHAELPRESIDENT, DIRECTOR4463467
FIECHTNER, KELLI LDIRECTOR3061482
HANSON, COLLEENASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL, TREASURER, CHIEF FINANCIAL OFFICER7271134
MILLER, CHAD CDIRECTOR8262915
NATAUPSKY, JEFFREY HOWARDFINANCIAL AND OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6329134
NORBERG, KRISTIN ROUSTVICE PRESIDENT7033021
OBERDECK, ANDREW AASSISTANT SECRETARY8015633
OTTO, JOSEPHINE RASSISTANT SECRETARY8015301
RABIN, KEVIN WILLIAMDIRECTOR7033042

Disclosures

Regulatory Event

3

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.) MILLENNIUM BROKERAGE GROUP - 1/7/2019 - 701 Cool Springs Blvd, Suite 120, Franklin, 37067 - Wholesaler, Wholesale fixed life and fixed annuities, Invt Rel, Insurance Business, 180 hrs/mo; 180 hrs/mo (during trading hours). 2. TLG ADVISORS, INC - 3/27/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(4/3/2026)
RR
Washington
(4/3/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2000About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1998About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 2004About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Michael Donovan May's CRS (Customer Relationship Summary).

Similar Advisors

Gregg Michael Quinn
Gregg Michael Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

Redmond, WA · CRD#
SEATTLE, WA · CRD#
Kyle Vann Mylius
Kyle Vann Mylius

HUMANIZE WEALTH

Seattle, WA · CRD#
Alyssa Marie Jarman
Alyssa Marie Jarman

OSAIC WEALTH, INC.

SEATTLE, WA · CRD#
MM
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required