Dawn Marie May
Investment adviser representative at Affiliated Financial Advisors Inc
38 yearsExperience
1 stateRegistered in
$541.5MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
38 years in the industry.
- Affiliated Financial Advisors Inc.Jul 2020 to now
- Calton & Associates, Inc.Jul 2019 to Jul 2020
- Capital Financial Services, Inc.Sep 1992 to Jun 2019
- Charter Investment Services, Inc.Sep 1988 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
Affiliated Financial Advisors Inc
$541.5MAssets managed
898Clients
3Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2282181
- Firm CRD
- 108154