Charlene Margaret May
Investment adviser representative at First Command Advisory Services
11 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- First Command Advisory ServicesOct 2018 to now
- First CommandSep 2018 to now
- Strittmatter Wealth Management Group, LLCJul 2017 to Jun 2018
- LPL Financial, LLCJul 2017 to Dec 2017
- Smart & SavvyOct 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (PR, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 4638796
- Firm CRD
- 281958