Lawrence E. May

STRATEGIC WEALTH MANAGEMENT GROUP

New York, NY 10019

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CRD#: 323812

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 6TO, Series 99TO, Series 7TO, SIE, Series 1, Series 26 and Series 39 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Retirement Income Management

Investment Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Larry 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.

STRATEGIC ADVISORS, LLC DBA STRATEGIC WEALTH MANAGEMENT GROUP, A SEC REGISTERED RIA, 250 WEST 57TH STREET SUITE 2322 NY YY 10107, MANAGING MEMEBER, BEGAN 1999, 70 HOURS PER MONTH DEVOTED TO THIS BUSINESS, DUTIES INCLUDE MANAGING INVESTMENT PORTFOLIOS AND OVERSEEING THE OPERATIONS OF THE BUSINESS. MAY FINANCIAL GROUP, PRESIDENT, FINANCIAL PLANNING AND INSURANCE PRODUCTS 1776 BROADWAY, SUITE 1900, NEW YORK, NY 10019 1979, 71 HOURS PER MONTH, SERVICE CLIENTS ACCOUNTS AND MANAGE THE BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Evan 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

April 20, 2020 - Present

STRATEGIC WEALTH MANAGEMENT GROUP

Office #1: 1776 Broadway Suite 1900, New York, NY 10019

RIA

CRD#: 125882

New York, NY

Current

April 13, 1995 - Present

MAY CAPITAL GROUP, L.L.C.

Office #1: 1776 Broadway Suite 1900, New York, NY 10019Office #2: 1776 Broadway Suite 1900, New York, NY 10019

CRD#: 37081

NEW YORK, NY

Past

October 7, 2020 - October 27, 2020

GERSON, HOROWITZ, GREEN SECURITIES CORP.

CRD#: 2233

NEW YORK, NY

Past

January 10, 2006 - August 28, 2020

GERSON, HOROWITZ, GREEN SECURITIES CORP.

CRD#: 2233

NEW YORK, NY

Past

July 15, 2005 - December 31, 2006

STRATEGIC WEALTH MANAGEMENT GROUP

RIA

CRD#: 125882

NEW YORK, NY

Past

June 26, 1991 - May 22, 1995

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

January 9, 1989 - July 1, 1991

RICKEL & ASSOCIATES, INC.

CRD#: 7839

NEW YORK, NY

Past

February 6, 1986 - November 2, 1988

A. F. GREEN & COMPANY, INC.

CRD#: 7310

Past

October 15, 1985 - February 19, 1986

STERLING SECURITIES, INC.

CRD#: 11877

Past

September 4, 1985 - June 28, 1991

MAY SYNDICATION GROUP, INC.

CRD#: 15922

Past

November 13, 1984 - October 15, 1988

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

March 9, 1984 - September 3, 1985

J. ROBBINS SECURITIES, INC.

CRD#: 13084

Past

March 26, 1982 - March 8, 1984

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

July 26, 1977 - April 29, 1982

KLINEMAN ASSOCIATES, INC.

CRD#: 6234

Past

October 9, 1973 - December 3, 1977

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

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".

STRATEGIC WEALTH MANAGEMENT GROUP

STRATEGIC ADVISORS LLC | STRATEGIC WEALTH MANAGEMENT GROUP

CRD#: 125882 / SEC#: 801-64228

RIA

Registered Investment Advisory firm - (5/16/2005 Approved)

New York

Registered Investment Advisory firm - (5/19/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

New Jersey
(8/15/1995)

New York
(3/13/1995)

IAR

New York
(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

State Security Law Exam

IAR

Series 66

Date: 3/29/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/22/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 10/4/1973

Registered Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/27/1994

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 39

Date: 2/4/1985

Direct Participation Programs Principal Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC WEALTH MANAGEMENT GROUP

STRATEGIC ADVISORS LLC | STRATEGIC WEALTH MANAGEMENT GROUP

CRD#: 125882 / SEC#: 801-64228

RIA

Registered Investment Advisory firm - (5/16/2005 Approved)

New York

Registered Investment Advisory firm - (5/19/2005 Terminated)

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Contact information

Main Address

1776 Broadway Suite 1900, New York, NY 10019

Mailing Address

Phone number

(212) 489-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SWMG ADV PART 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	850
AUM (Assets Under Management)	$ 758,261,588

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Lawrence E. May

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Evan May's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAY CAPITAL GROUP, L.L.C.

GERSON, HOROWITZ, GREEN SECURITIES CORP.

GERSON, HOROWITZ, GREEN SECURITIES CORP.

STRATEGIC WEALTH MANAGEMENT GROUP

GUARDIAN INVESTOR SERVICES LLC

RICKEL & ASSOCIATES, INC.

A. F. GREEN & COMPANY, INC.

STERLING SECURITIES, INC.

MAY SYNDICATION GROUP, INC.

PRUCO SECURITIES, LLC.

J. ROBBINS SECURITIES, INC.

CARDELL & ASSOCIATES, INCORPORATED

KLINEMAN ASSOCIATES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

STRATEGIC WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2004

Series 63

Date: 1/22/2001

Series 6TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 10/4/1973

Series 26

Date: 10/27/1994

Series 39

Date: 2/4/1985

FINRA

Current Firm

STRATEGIC WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

Contact information

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