Kevin
May
Savvy Wealth
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About this Advisor
Kevin May is a financial advisor working in San Diego, California who has 1 year of relevant experience. May is an employee of Savvy Wealth. Over the course of their career, they have held roles at American Funds, Wts Proprietary Trading Group, Td Ameritrade, Inc, Brandes Investment Partners, L.P, U.S. Trust, Bessemer Trust, Bny Mellon and Savvy Advisors, Inc. May has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in California. Savvy Wealth is a financial advisory company that has its headquarters in New York, NY. It has offices in five locations and a total of 11 advisors. It handles $115 million in assets across its 245 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 245 customer accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets. Savvy Wealth has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services are provided. Fee types charged by Savvy Wealth most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Savvy Wealth Brokerage Details
$114,702,721
11
245
$468,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin May Work History
Kevin has been registered as a financial advisor for 1 years.*
Savvy Advisors, Inc
Bny Mellon
Bessemer Trust
U.S. Trust
Brandes Investment Partners, L.P
Wts Proprietary Trading Group
Td Ameritrade, Inc
American Funds
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Savvy Wealth
Edgewood, KY
Costa Mesa, CA
San Diego, CA
Prospect Heights, IL
Boston, MA
Bellingham, WA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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