Mark Allen May
Investment adviser representative at Ballast Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$342.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Ballast Financial Advisors, LLCAug 2022 to now
- JP Morgan Chase & Co.Jun 2022 to Aug 2022
- Ballast Financial Advisors, LLCDec 2021 to May 2022
- Spitzer LightingJun 2021 to Dec 2021
- MathnasiumDec 2019 to Jun 2021
- University of DelawareAug 2019 to May 2023
- Kohl'sJun 2019 to Aug 2019
- Seton Home Study SchoolJan 2013 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (DE).
Ballast Financial Advisors, LLC
$342.6MAssets managed
607Clients
6Advisers
7 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
- 7785535
- Firm CRD
- 304430