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Rodney Allen May

ATON FINANCIAL MANAGEMENT, LLC·MIDDLETOWN, Pennsylvania
SIE, Series 7, Series 63Clean recordATON FINANCIAL MANAGEMENT, LLC
1201 FULLING MILL ROAD, MIDDLETOWN, PA 17057CRD# 5123031Firm CRD# 169162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodney Allen May · MIDDLETOWN, PA
Registration
CRD #5123031 · ATON FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ATON FINANCIAL MANAGEMENT, LLC
CRD 169162 · SEC 801-78745
AUM
$103M
Regulatory assets under management
Employees
6
1 client accounts
Services offered by ATON FINANCIAL MANAGEMENT, LLC
Per Form ADV
Selection of other advisers
View all advisors at ATON FINANCIAL MANAGEMENT, LLC →
Introduction

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04

Frequently Asked Questions

What services does Rodney Allen May offer?
Rodney Allen May specializes in Wealth Management. Contact their office in MIDDLETOWN, Pennsylvania for a consultation.
What are Rodney Allen May's credentials?
Rodney Allen May is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodney Allen May located?
Rodney Allen May is based in MIDDLETOWN, Pennsylvania, working with ATON FINANCIAL MANAGEMENT, LLC. Their office serves clients in the MIDDLETOWN metropolitan area and surrounding communities.
How does Rodney Allen May charge for services?
Rodney Allen May's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATON FINANCIAL MANAGEMENT, LLC?
ATON FINANCIAL MANAGEMENT, LLC has approximately 6 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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Research
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