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Lawrence Evan May

Strategic Wealth Management Group

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About Lawrence Evan May

Lawrence May is a financial advisor with over 48 years of experience in the industry. Lawrence is currently registered with Strategic Wealth Management Group and has been with the firm since 1999. Lawrence is also the President of May Financial Group. Lawrence is a Certified Financial Planner and has a strong track record of providing financial advice to individuals, families, and businesses. Lawrence has extensive experience in portfolio management, financial planning, and insurance products.

Firm Information

Lawrence May is currently registered with Strategic Wealth Management Group. Strategic Wealth Management Group is an investment advisor located in NEW YORK, NY with approximately $667,747,857 in regulatory assets under management (RAUM) and $31,779,111 in charitable organization assets. They have 828 total accounts. The firm provides portfolio management for individuals and pension consulting. The firm also provides other advisory services such as selection of other advisers and consulting. The firm's main office is located at 1700 Broadway.
Strategic Wealth Management Group

1776 BROADWAY

NEW YORK, NY 10019

$667.75M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence May’s Registration & Firm History

NY

04/12/2021 - Present

Strategic Wealth Management Group (NEW YORK NY)

NY

10/07/2020 - 10/27/2020

GERSON, HOROWITZ, GREEN SECURITIES CORP. (NEW YORK NY)

NY

01/10/2006 - 08/28/2020

GERSON, HOROWITZ, GREEN SECURITIES CORP. (NEW YORK NY)

NY

06/26/1991 - 05/22/1995

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

01/09/1989 - 07/01/1991

RICKEL & ASSOCIATES, INC. (NEW YORK NY)

NA

09/04/1985 - 06/28/1991

MAY SYNDICATION GROUP, INC.

NA

02/06/1986 - 11/02/1988

A. F. GREEN & COMPANY, INC.

NJ

11/13/1984 - 10/15/1988

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NA

10/15/1985 - 02/19/1986

STERLING SECURITIES, INC.

NA

03/09/1984 - 09/03/1985

MAYER AND MEYER RESOURCES, INC.

NA

03/26/1982 - 03/08/1984

CARDELL & ASSOCIATES, INCORPORATED

NA

07/26/1977 - 04/29/1982

KA SECURITIES, INC.

NA

10/09/1973 - 12/03/1977

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

BOTH

Issued 03/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/04/1985

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Evan May.
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