Debora E. May
MBI LLC
Bethesda, MD 20814
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CRD#: 4567573
Professional summary
Debora Ellen May, CFP®, who also goes by Debora E. Bray, Debora E. May, is a registered financial advisor currently at MBI LLC located in Bethesda, Maryland.
Debora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Debora has worked at 2 firms .
Question & Answer
What are your service offerings?
Retirement Planning
Long-term Care
Divorce Planning
Employee and Employer Plan Ben...
Budgeting
Tax Planning
Investment Planning
Debt Management
Comprehensive Financial Planni...
Estate Planning
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Debora E. Bray | Debora E. 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.
DEBORAH MAY IS A FULL TIME CPA AND CFP. SHE PROVIDES FINANCIAL PLANNING AND ACCOUNTING SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Debora Ellen 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: 1985
Experience
Current
June 13, 2014 - Present
MBI LLC
Office #1: 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814RIA
CRD#: 170858
Bethesda, MD
Past
January 1, 1997 - December 14, 2018
MAY & BARNHARD, PC
RIA
CRD#: 121884
BETHESDA, MD
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".
ML
MBI LLC
BARNHARD, JUDY P | MBI LLC | MAY BARNHARD INVESTMENTS, LLC DBA MBI, LLC | MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC | MAY BARNHARD INVESTMENTS LLC
CRD#: 170858 / SEC#: 801-110144
RIA
Registered Investment Advisory firm - (3/15/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/28/2017 Terminated)Maryland
Registered Investment Advisory firm - (7/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/28/2017 Terminated)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.Highlighted states indicate IAR registrations
IAR
California(9/3/2025)
IAR
Delaware(9/3/2025)
IAR
District of Columbia(8/28/2015)
IAR
Maryland(6/13/2014)
IAR
Virginia(5/12/2015)
Exams
Current Firm
ML
MBI LLC
BARNHARD, JUDY P | MBI LLC | MAY BARNHARD INVESTMENTS, LLC DBA MBI, LLC | MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC | MAY BARNHARD INVESTMENTS LLC
CRD#: 170858 / SEC#: 801-110144
RIA
Registered Investment Advisory firm - (3/15/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/28/2017 Terminated)Maryland
Registered Investment Advisory firm - (7/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
Mailing Address
Phone number
(301) 986-0600
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 300,721,207 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
