May
Reid

Kestra Private Wealth Services, LLC

CRD#6117155
Investment Advisor
in Greenville, SC

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About this Advisor

May Reid is a financial advisor based in Greenville, South Carolina, working with Kestra Private Wealth Services, LLC. May has previously held positions at Raymond James Financial Services Advisors Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Kestra Investment Services, LLC, and Kestra Private Wealth Services, LLC. May has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, May is part of Kestra Private Wealth Services, LLC, which operates out of Greenville, South Carolina. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 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 selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

116 N Markley Street Ste 200
Greenville, SC 29601

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$7,299,740,131

SC Average: $3,042,739,679
Total Number of Employees

158

SC Average: 49
Total Number of Accounts

21,652

SC Average: 2,315
Average Account Size

$337,139

SC Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

May Reid Work History

2022 - Present (3 years)

Kestra Investment Services, LLC

2022 - Present (3 years)

Kestra Private Wealth Services, LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2014 (< 1 year)

Raymond James Financial Services Advisors Inc

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

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Disclosures

Please visit the SEC profile of May Reid 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 Kestra Private Wealth Services, LLC

Jack Kerstiens
Castle Pines, CO
May Reid
Greenville, SC
Jose Vidueira
Austin, TX
Jacob Evors
Blackshear, GA
David Mizrahi
Austin, TX
Morris Symson
Austin, TX
Robert Searle
Burlington, MA
Bryce Decker
Ogden, UT

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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