MM
CFP
MM
CFP

Matthew May

28 Years of Experience
Hunt Valley, MD
Broker

Matthew May is a CFP-designated registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 28 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

303 International Circle, Suite 500, Hunt Valley, MD, 21030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew breeds and sells bulldog puppies, dedicating about a quarter of his time outside of business hours. He also owns rental property in Cockeysville, MD, but spends minimal time on it.

Employment History
Current Registrations
Morgan StanleyBroker
June 2010 - Present · 16 yrs 3 mos
Morgan Stanley
June 2010 - Present · 16 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2000 - July 2010 · 9 yrs 8 mos
UBS Financial Services INC.Broker
November 2000 - July 2010 · 9 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
January 1998 - November 2000 · 2 yrs 10 mos
State Registrations37 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew May - Financial Advisor | TrueAdvisor