Benjamin T. May
Professional summary
Benjamin Tallman May, who also goes by Ben May, Benjamin T May, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nashville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Nashville, Tennessee.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Benjamin has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Tallman May's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3322 West End Ave Fl 6, Nashville, TN 37203May 15, 2024 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3322 West End Ave Fl 6, Nashville, TN 37203January 8, 2024 - January 29, 2024
PRUCO SECURITIES, LLC.
January 4, 2024 - January 29, 2024
PRUCO SECURITIES, LLC.
August 16, 2019 - October 10, 2023
TRUIST ADVISORY SERVICES, INC.
August 16, 2019 - October 10, 2023
TRUIST INVESTMENT SERVICES, INC.
June 25, 2018 - August 9, 2019
J.J.B. HILLIARD, W.L. LYONS, LLC
June 25, 2018 - August 9, 2019
J.J.B. HILLIARD, W.L. LYONS, LLC
April 8, 2014 - April 1, 2019
AVONDALE PARTNERS, LLC
December 19, 2013 - April 1, 2019
AVONDALE PARTNERS, LLC
August 23, 2011 - December 20, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 4, 2011 - December 20, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 4, 2005 - April 3, 2009
PIPER SANDLER & CO.
April 11, 2005 - November 4, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 21, 2005 - November 4, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2003 - July 14, 2004
WELLS FARGO SECURITIES, LLC
October 1, 1999 - July 1, 2003
WELLS FARGO CLEARING SERVICES, LLC
February 2, 1998 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
April 13, 1995 - February 2, 1998
FIRST UNION CAPITAL MARKETS CORP.
May 14, 1987 - March 8, 1995
SBC WARBURG DILLON READ INC.
May 7, 1987 - May 20, 1987
PRUDENTIAL EQUITY GROUP, LLC
March 12, 1984 - March 8, 1995
SBC WARBURG DILLON READ INC.
January 19, 1981 - February 23, 1984
DREXEL BURNHAM LAMBERT INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/15/2024)
(5/15/2024)
Exams
Series 55
Date: 2/15/1999
Limited Representative-Equity Trader ExamSeries 8
Date: 11/21/1986
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
