Kevin
May

Advisors Capital Management, LLC

CRD#5767179
Investment Advisor
in San Diego, CA

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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

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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

Michael Knight
Ridgewood, NJ
Aaron Robinson
Ridgewood, NJ
Justin Isaac
Aliso Viejo, CA
Stephen Cash
Ridgewood, NJ
David Fuchs
Ridgewood, NJ
Felipe Mejia
Ridgewood, NJ
Brayden Little
Ridgewood, NJ
Rodger Isom
Raleigh, NC

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.

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