Lawrence Evan May
AIF®, CFP®Professional Summary
Lawrence Evan May, AIF®, CFP®, who also goes by Larry May, is a registered financial advisor currently at STRATEGIC WEALTH MANAGEMENT GROUP located in New York, New York and MAY CAPITAL GROUP, L.L.C. located in New York, New York. Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Lawrence has worked at 13 firms and has passed the Series 66, Series 63, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Comprehensive Financial Planning
- Retirement Income Management
- Investment Planning
- Insurance Planning
Other Aliases
Larry May
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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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.
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Credentials
Years of Experience
53 years in the financial services industry
Current & Past Employments
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Current Firm
STRATEGIC ADVISORS LLC | STRATEGIC WEALTH MANAGEMENT GROUP
Contact Information
Main Address
1776 Broadway Suite 1900, New York, NY 10019Phone Number
(212) 489-0100# of Employees
7SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
889AUM (Assets Under Management)
$832,890,818Similar Advisors
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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.
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Primary Firm SEC Registration
STRATEGIC ADVISORS LLC | STRATEGIC WEALTH MANAGEMENT GROUP
State Registrations and Notice Filings
(8/15/1995)
(3/13/1995)
(4/12/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 1 — Registered Representative Examination
Passed Oct 1973Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 1994About the Series 26 examSeries 39 — Direct Participation Programs Principal Examination
Passed Feb 1985About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Evan May's CRS (Customer Relationship Summary).
Services Offered by Lawrence
- Retirement Planning
- Comprehensive Financial Planning
- Retirement Income Management
- Investment Planning
- Insurance Planning
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