RBC Capital Markets
44yrs
Top advisor by experience in Annapolis
15yrs
Gregory May
Financial advisor at Strategic Advisers
Gregory May is a fiduciary financial advisor in Annapolis, Maryland, with 15 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and a year at Merrill, Gregory joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 474 advisors with offices in Annapolis, and one of 446 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
Office1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
- Apr 2015 – Jan 2016MerrillPreviously
- Dec 2013 – Mar 2015PNC Wealth Management LLCPreviously
- 2011 – 2013Thrivent Investment Management Inc.Previously
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Strategic Advisers at (617) 563-7000 and ask for Gregory May. Gregory works from the Annapolis, MD office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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