Ivy L. May
Professional summary
Ivy L May, who also goes by IVy Lee May, Ivy Lee Mei, Ivy Yuhua Mei, is a registered financial advisor currently at NORTHERN STAR GENERATIONAL WEALTH located in Palo Alto, California.
Ivy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ivy has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ivy L May's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2025 - Present
NORTHERN STAR GENERATIONAL WEALTH
Office #1: 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306May 2, 2024 - April 23, 2025
EDWARD JONES
February 27, 2024 - April 23, 2025
EDWARD JONES
October 3, 2023 - December 31, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/19/2025)
Exams
Series 7TO
Date: 11/17/2023
General Securities Representative ExaminationSeries 6TO
Date: 10/2/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
NORTHERN STAR GENERATIONAL WEALTH
CRD#: 335323 / SEC#:
Contact information
Red Flags
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Company Information
NORTHERN STAR GENERATIONAL WEALTH
CRD#: 335323Palo Alto, CA 94306TRUST BUT VERIFY
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