Gregory Thomas May
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Gregory Thomas May? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Schwab Wealth Advisory, Inc.May 2026 to now
- Charles Schwab Co., Inc.Jul 2023 to now
- UnemployedJan 2023 to Jul 2023
- Total WineNov 2022 to Jan 2023
- UnemployedAug 2022 to Nov 2022
- Dave Rich Firework and CoJul 2022 to Jul 2022
- Charles Schwab Co., Inc.Jun 2022 to Aug 2022
- UnemployedDec 2021 to Jun 2022
- Real Time ResolutionDec 2020 to Dec 2021
- UnemployedAug 2020 to Dec 2020
- LowesMar 2020 to Aug 2020
- UnemployedJun 2019 to Mar 2020
- Dough SocietyNov 2018 to Jun 2019
- Michael Johnson PerformanceAug 2018 to May 2019
- Mccallister's DeliAug 2018 to Nov 2018
- UnemployedMar 2018 to Jul 2018
- Spring Creek BbqOct 2017 to Mar 2018
- Frisco Rough RidersJun 2017 to Oct 2017
- UnemployedJan 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7539383
- Firm CRD
- 159035