Gregory May

CRD 5896648 · Fidelity Brokerage Services LLC · Annapolis, MD

IA RegisteredBroker

Also appears in the source record as: Greg K May; Greg Kent May; Greg May; Gregory Kent May

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (24): California · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · South Dakota · Texas · Virginia · Washington · West Virginia
Years in the industry (source record): 15
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Annapolis, MD · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Edgewater, MD · BD capacity

Feb 16, 2016 → present
Fidelity Brokerage Services LLCCurrent
Annapolis, MD · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Apr 12, 2016 → Jul 13, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Apr 8, 2015 → Jan 19, 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Apr 1, 2015 → Jan 19, 2016
Pnc Investments
BD capacity

Dec 9, 2013 → Mar 10, 2015
Pnc Investments
IA capacity

Dec 9, 2013 → Mar 10, 2015
Thrivent Investment Management Inc.
IA capacity

Nov 2, 2011 → Dec 10, 2013
Thrivent Investment Management Inc.
BD capacity

Sep 9, 2011 → Dec 10, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5896648 ↗ FINRA BrokerCheck record for CRD 5896648 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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