Richard Michael May

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → Present
  Nylife Securities Llc
  Waltham, MA
• 04/2020 → Present
  New York Life Insurance Company
  Waltham, MA
• 12/2019 → 03/2020
  Unemployed
  North Andover, MA
• 01/2010 → 12/2019
  Eagle Building And Remodeling
  Saugus, MA
• 06/2022 → Present
  Eagle Strategies Llc
  East Kingston, NH
• 01/2026 → Present
  Dickinson Wealth Strategies, Llc
  Peabody, MA

Other Businesses

[OPERATING UNDER THE DBA NAME OF Dickinson Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; PEABODY MA; START DATE: 01/2026][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 3 Centennial Drive Suite 100 Peabody, MA 01960; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-04
• S63 Uniform Securities Agent State Law Examination
  2022-03-19