Unclaimed Profile

Bert Deems May

CAMG SOLAMERE MANAGEMENT, LLC·CHARLOTTE, North Carolina

Series 7, Series 66Clean record24 years registeredCAMG SOLAMERE MANAGEMENT, LLC

6101 CARNEGIE BOULEVARD, CHARLOTTE, NC 28209CRD# 4445278Firm CRD# 150605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Deems May · CHARLOTTE, NC

Registration

CRD #4445278 · CAMG SOLAMERE MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Dec 2021 – present

QUEENS OAK ADVISORS

Sep 2009 – Dec 2021

CHARLOTTE, NC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Apr 2009 – Sep 2009

MIAMI, FL

STANFORD GROUP COMPANY

Nov 2007 – Mar 2009

CHARLOTTE, NC

MORGAN KEEGAN & COMPANY, INC.

Jan 2002 – Nov 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 17, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMG SOLAMERE MANAGEMENT, LLC

CRD 150605 · SEC 801-70356

AUM

$578M

Regulatory assets under management

Employees

451 client accounts

Services offered by CAMG SOLAMERE MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMG SOLAMERE MANAGEMENT, LLC →

Introduction

Speak with Bert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bert Deems May offer?

Bert Deems May specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Bert Deems May's credentials?

Bert Deems May is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Deems May located?

Bert Deems May is based in CHARLOTTE, North Carolina, working with CAMG SOLAMERE MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Bert Deems May charge for services?

Bert Deems 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 CAMG SOLAMERE MANAGEMENT, LLC?

CAMG SOLAMERE MANAGEMENT, LLC has approximately 6 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →