EM
EM

Edward May

35 Years of Experience
Greenwood Village, CO
2 DisclosuresBroker

Edward May is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2011
Settled
Customer Dispute
November 1993
Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2004 - April 2007 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
Wachovia Securities, LLC
July 2003 - August 2004 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2003 - August 2004 · 1 yr 1 mo
Prudential Securities Incorporated
February 1997 - July 2003 · 6 yrs 5 mos
Prudential Securities IncorporatedBroker
April 1992 - July 2003 · 11 yrs 3 mos
Dean Witter Reynolds INC.Broker
September 1990 - May 1992 · 1 yr 8 mos
Kober Financial CORP.Broker
June 1990 - September 1990 · 3 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.