Edwin May
Edwin May is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, with 54 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
180 Glastonbury Blvd, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edwin is involved in several business activities, including serving as a director for Allied Printing Service, operating under a DBA for LPL business through MB Financial Services and May, Bonee & Clark Financial Services, and acting as a board member for the Greater Hartford Community Foundation. He also sells fixed insurance products through Somerset Wealth Strategies, LLC and operates Clark Agency, LLC, an insurance agency, and Risk Strategies, dedicating about a quarter of his time to Clark Agency, LLC and minimal time to Risk Strategies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Somerset Wealth Strategies, LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations20 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.