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Walter Clifford May

Eagle Strategies LLC

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About Walter Clifford May

Walter Clifford May is a financial professional with over 35 years of experience in the industry. Walter has a broad range of experience in both securities and investment advisory services. Walter is registered to provide investment advisory services in Texas and is also registered as a Broker-Dealer in 16 states. Walter is a Certified Financial Planner and a Chartered Financial Consultant. Walter has been affiliated with Eagle Strategies LLC since 1997. The firm has offices in New York City, and Fort Worth, Texas. Eagle Strategies LLC manages over $20 billion in assets.

Firm Information

Walter May is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

777 MAIN STREET

FORT WORTH, TX 76102

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Walter May’s Registration & Firm History

TX

03/13/1998 - Present

Eagle Strategies LLC (FORT WORTH TX)

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Licenses & Designations

IA

Issued 12/21/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Walter Clifford May. Review regulatory record here.
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