Gregory K. May
STRATEGIC ADVISERS LLC | Financial Consultant
EDGEWATER, MD
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CRD#: 5896648
Professional summary
Gregory Kent May, who also goes by Greg K May, Greg Kent May, Greg May, Gregory Kent May, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Edgewater, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Annapolis, Maryland.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Gregory has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
People come to Fidelity for the brand, ethics, and access. People work with me for my experience, dedication and integrity. My process, my business beliefs, and my values are all centered on you and helping you work toward your financial goals. My commitment to you is that I will assist you with your selection of a wealth management strategy, with a goal of providing benefits to you and your family now and in years to come.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg K May | Greg Kent May | Greg May | Gregory Kent 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Kent 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®
NoneEducation
Mount Saint Mary's College
General
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 1901 Towne Centre Boulevard, Annapolis, MD 21401RIA
CRD#: 104555
EDGEWATER, MD
Current
February 16, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1901 Towne Centre Boulevard, Annapolis, MD 21401BD
CRD#: 7784
Annapolis, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ANNAPOLIS, MD
Past
April 12, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ANNAPOLIS, MD
Past
April 8, 2015 - January 19, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
EDGEWATER, MD
Past
April 1, 2015 - January 19, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
EDGEWATER, MD
Past
December 9, 2013 - March 10, 2015
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
TOWSON, MD
Past
December 9, 2013 - March 10, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
TOWSON, MD
Past
November 2, 2011 - December 10, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
OWINGS MILLS, MD
Past
September 9, 2011 - December 10, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
OWINGS MILLS, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
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
RR
California(3/15/2021)
RR
Delaware(3/30/2016)
RR
District of Columbia(2/19/2016)
RR
Florida(1/10/2017)
RR
Georgia(2/15/2021)
RR
Illinois(8/11/2020)
RR
Indiana(3/4/2022)
RR
Kentucky(12/23/2025)
RR
Maryland(3/18/2016)
IAR
Maryland(3/31/2025)
RR
Massachusetts(3/25/2023)
RR
Michigan(1/8/2019)
RR
Missouri(3/25/2023)
RR
New Hampshire(1/10/2020)
RR
New Jersey(8/11/2020)
RR
New York(1/7/2026)
RR
North Carolina(1/6/2019)
RR
Ohio(1/7/2019)
RR
Pennsylvania(2/22/2016)
RR
South Carolina(1/9/2019)
RR
South Dakota(11/25/2024)
RR
Texas(1/7/2020)
IAR
Texas(3/31/2025)
RR
Virginia(3/30/2016)
RR
Washington(1/3/2020)
RR
West Virginia(4/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Edgewater, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
