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Debora Ellen May

MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC·BETHESDA, Maryland
Clean record29 years registeredMAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC
7910 WOODMONT AVE, SUITE 500, BETHESDA, MD 20814CRD# 4567573Firm CRD# 170858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Debora Ellen May · BETHESDA, MD
Registration
CRD #4567573 · MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

COUNCILOR WEALTH LLC
Jun 2014 – present
MAY & BARNHARD, PC
Jan 1997 – Dec 2018
BETHESDA, MD
02

Registrations & Exams

Registration record
First registered · January 1, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAY BARNHARD INVESTMENTS LLC
CRD 170858 · SEC 801-110144
AUM
$296M
Regulatory assets under management
Employees
8
429 client accounts
Services offered by MAY BARNHARD INVESTMENTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MAY BARNHARD INVESTMENTS LLC →
Introduction

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05

Frequently Asked Questions

What services does Debora Ellen May offer?
Debora Ellen May specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Debora Ellen May's credentials?
Debora Ellen May is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debora Ellen May located?
Debora Ellen May is based in BETHESDA, Maryland, working with MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Debora Ellen May charge for services?
Debora Ellen May's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC?
MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC has approximately 8 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Judith Parmelee Barnhard
BETHESDA, MD

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Research
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