Lawrence
May

Strategic Wealth Management Group

CRD#323812
Investment Advisor
in New York, NY

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About this Advisor

Lawrence May is a financial advisor based in New York, New York, working with Strategic Wealth Management Group. Lawrence has previously held positions at Gerson Horowitz Green Securities Corp, May Financial Group, LTD, May Capital Group LLC, and Strategic Wealth Management Group. Lawrence has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Lawrence is part of Strategic Wealth Management Group, which operates out of New York, New York. The firm has 7 employees and manages assets totaling $667.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Strategic Wealth Management Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1776 Broadway Suite 1900
New York, NY 10019

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Strategic Wealth Management Group Brokerage Details

Total Assets Under Management

$667,747,857

NY Average: $7,464,549,021
Total Number of Employees

7

NY Average: 88
Total Number of Accounts

828

NY Average: 3,892
Average Account Size

$806,459

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Lawrence May Work History

2006 - Present (19 years)

Gerson Horowitz Green Securities Corp

1999 - Present (26 years)

Strategic Wealth Management Group

1995 - Present (30 years)

Gerson Horowitz Green Securities Corp

1994 - Present (31 years)

May Capital Group LLC

1979 - Present (46 years)

May Financial Group, LTD

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lawrence 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 Strategic Wealth Management Group

Brendan Tully
New York, NY
Robert Goodman
New York, NY
Justin Hod
New York, NY
Melvin Rokeach
New York, NY
Lawrence May
New York, NY

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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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.

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