Unclaimed Profile

Hugo Brian May

SMITH, SALLEY & ASSOCIATES, LLC·GREENSBORO, North Carolina

Series 65Clean record17 years registeredSMITH, SALLEY & ASSOCIATES, LLC

324 WEST WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 4387448Firm CRD# 129614

Profile Verification

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

Identity

Hugo Brian May · GREENSBORO, NC

Registration

CRD #4387448 · SMITH, SALLEY & ASSOCIATES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SMITH SALLEY WEALTH MANAGEMENT

Mar 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 20, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH, SALLEY & ASSOCIATES, LLC

CRD 129614 · SEC 801-62538

AUM

$3.1B

Regulatory assets under management

Employees

2,327 client accounts

Services offered by SMITH, SALLEY & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH, SALLEY & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Hugo Brian May offer?

Hugo Brian May specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Hugo Brian May's credentials?

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

Where is Hugo Brian May located?

Hugo Brian May is based in GREENSBORO, North Carolina, working with SMITH, SALLEY & ASSOCIATES, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Hugo Brian May charge for services?

Hugo Brian May's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH, SALLEY & ASSOCIATES, LLC?

SMITH, SALLEY & ASSOCIATES, LLC has approximately 19 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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