Grier G. May
Professional summary
Grier G. May, who also goes by Grier Gibson May, Grier May, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Baltimore, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Grier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Grier has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grier G. May's CRS (Customer Relationship Summary).
Certified licenses
Education
Wake Forest University
Master of Business Administration (MBA) - Marketing & Financial Analysis
2013
Wake Forest University
Bachelor of Arts (BA) - Economics
2006
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 610 York Road, Towson, MD 21204August 24, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204September 2, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 10, 2020 - July 8, 2020
CHAPIN, DAVIS
February 21, 2019 - July 8, 2020
CHAPIN, DAVIS
May 6, 2009 - June 24, 2011
T. ROWE PRICE INVESTMENT SERVICES, INC.
February 1, 2008 - January 14, 2009
WELLS FARGO CLEARING SERVICES, LLC
February 1, 2008 - January 14, 2009
WELLS FARGO CLEARING SERVICES, LLC
August 21, 2007 - February 4, 2008
T. ROWE PRICE ADVISORY SERVICES, INC.
December 20, 2006 - February 4, 2008
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/24/2020)
(8/24/2020)
(8/24/2020)
(3/31/2025)
(6/27/2025)
(8/24/2020)
(1/6/2023)
(3/31/2025)
(6/27/2025)
(8/24/2020)
(8/24/2020)
Exams
Series 7TO
Date: 2/21/2019
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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