Charles May
Charles May is a registered investment advisor at Janney Montgomery Scott LLC, based in Augusta, GA, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
3531 Walton Way Extension, Suite B, Augusta, GA, 30909
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2016Other Business Activities
Charles co-owns rental properties, including one used for the Masters Golf Tournament, and acts as property manager for another. He also has a partial interest in a vacation condominium and serves on a church planning committee, dedicating minimal time to these activities.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.