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WM

Warren H. May

TAG CAPITAL PARTNERS
New York, NY 10016
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CRD#: 841460
WM

Professional summary


Warren Hamilton May is a registered financial professional currently at TAG CAPITAL PARTNERS located in New York, New York.

Warren is registered as a RR (Registered Representative) and started their career in finance in 1977. Warren has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Warren Hamilton 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®
None

Experience


Current

May 22, 2023 - Present

TAG CAPITAL PARTNERS

Office #1: 275 Madison Ave 30th Floor, New York, NY 10016
BD
CRD#: 318850
New York, NY
Past

January 16, 2020 - July 20, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

March 29, 2010 - December 31, 2019

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

April 23, 2009 - March 30, 2010

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

December 15, 2006 - March 13, 2007

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

July 6, 2006 - December 31, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 26, 2006 - January 3, 2007

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
PHILADELPHIA, PA
Past

September 12, 2002 - May 8, 2006

OSAIC FS, INC.

BD
CRD#: 3870
GREENSBORO, NC
Past

May 17, 1996 - September 6, 2002

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

August 15, 1994 - May 24, 1996

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

August 16, 1977 - August 15, 1994

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/15/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/10/1977
Registered Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TC
TAG CAPITAL PARTNERS
TAG CAPITAL PARTNERS | TAG CAPITAL PARTNERS LLC

CRD#: 318850 / SEC#: , 8-70927

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
275 Madison Ave 30th Floor, New York, NY 10016
Mailing Address
275 Madison Ave 30th Floor, New York, NY 10016
Phone number
(212) 993-7400
Established
New York since 01/06/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TAG FINANCIAL INSTITUTIONS GROUP, LLCOWNER
BROWN, EVANCHIEF COMPLIANCE OFFICER6563464
NIGRO, STEVEN HAROLDCHIEF EXECUTIVE OFFICER / FINOP1384876

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TAG CAPITAL PARTNERS

CRD#: 318850New York, NY 10016

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