Lawrence May
Lawrence May is a CFP-designated registered investment advisor at Strategic Wealth Management Group, based in New York, NY, with 52 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 351 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWMG's annual fee for managing your investments ranges from 0.20% to 2.00% of the market value of your assets. The specific fee depends on the size of your account, the complexity of the services, and the level of administration you request. SWMG typically has a minimum annual fee of $2,500. SWMG may also charge an account opening fee of $250 plus $50 for each affiliated family account. SWMG may charge a minimum annual fee of $250 for the first family account and $50 per each additional household account debited quarterly. Both fees are negotiable.
Location
1776 Broadway, Suite 1900, New York, NY, 10019
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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
Lawrence is a managing member of Strategic Advisors, LLC, dedicating about half of his time to managing investment portfolios and overseeing business operations. He is also the president of May Financial Group, where he spends about half his time servicing client accounts and managing the business, offering financial planning and insurance products.
Employment History
Current Registrations
Strategic Wealth Management Group
May Capital Group, L.L.C.Broker
Previous Registrations
Gerson, Horowitz, Green Securities CORP.Broker
Gerson, Horowitz, Green Securities CORP.Broker
Strategic Wealth Management Group
Guardian Investor Services CorporationBroker
Rickel & Associates, INC.Broker
A. F. Green & Company, INC.Broker
Sterling Securities, INC.Broker
May Syndication Group, INC.Broker
Pruco Securities CorporationBroker
Mayer and Meyer Resources, INC.Broker
Cardell & Associates, IncorporatedBroker
Ka Securities, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations2 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.