George May
George May is a registered investment advisor at Osaic Wealth, INC., based in Brandon, FL, with 34 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
343 East Robertson St, Brandon, FL, 33511
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2007Customer Dispute
August 2005Customer Dispute
October 2000Other Business ActivitiesSells Insurance
George is a statutory agent recommending insurance products and owns American Investment Advisors of Brandon, Inc., his DBA for marketing. He also serves as a board member for a community building, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Pan-American Financial AdvisersBroker
American Investment Services, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations10 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.