Kevin
May

Advisors Capital Management, LLC

CRD#5767179
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin May is a financial advisor based in San Diego, California, working with Advisors Capital Management, LLC. Kevin has previously held positions at TD Ameritrade, Inc, Brandes Investment Partners, L.P, U.S. Trust, Bessemer Trust, BNY Mellon, Savvy Advisors, Inc, Pruco Securities, LLC, The Prudential Insurance Company of America, and Advisors Capital Management. Kevin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Kevin is part of Advisors Capital Management, LLC, which operates out of San Diego, California. The firm has 22 offices and 88 employees. The firm manages assets totaling $7.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Advisors Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

San Diego, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Advisors Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,440,044,457

CA Average: $10,121,009,343
Total Number of Employees

88

CA Average: 92
Total Number of Accounts

12,646

CA Average: 6,978
Average Account Size

$588,332

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Kevin May Work History

2024 - Present (0 year)

Advisors Capital Management

2023 - Present (1 year)

Pruco Securities, LLC

2023 - Present (1 year)

The Prudential Insurance Company Of America

2022 - 2023 (1 year)

Savvy Advisors, Inc

2020 - 2022 (2 years)

Bny Mellon

2017 - 2020 (3 years)

Bessemer Trust

2016 - 2017 (1 year)

U.S. Trust

2014 - 2016 (2 years)

Brandes Investment Partners, L.P

2013 - 2014 (1 year)

Td Ameritrade, Inc

Disclosures

Please visit the SEC profile of Kevin May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Capital Management, LLC

Felipe Mejia
Ridgewood, NJ
Aaron Robinson
Ridgewood, NJ
David Fuchs
Ridgewood, NJ
Brayden Little
Ridgewood, NJ
Justin Isaac
Aliso Viejo, CA
Stephen Cash
Ridgewood, NJ
Michael Knight
Ridgewood, NJ
Matthew Nimrick
Ridgewood, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started