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Kayla May

Strategic Advisers LLC

Villanova, PA

Media, PA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
PA RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2026-02-04
  • PA RA
    APPROVED
    Since 2025-04-04

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Media, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Upper Merion Dental Assocaiates King Of Prussia PA 08/2023 08/2023
Kate Lembck Orthodontics Audubon PA 04/2023 08/2023
Skyzone Oaks PA 01/2015 09/2016
Restore Hyper Wellness Collegeville PA 07/2023 07/2024
Kohl'S Trexlertown PA 01/2020 05/2021
Becker Orthodontics Phoenixville PA 05/2021 02/2022
Ashley & James Sweet Blue Bell PA 02/2022 04/2023
American Eagle & Aerie Pottstown PA 09/2016 03/2024
Fidelity Investments Villanova PA 08/2024 Present
  • 08/2023 → 08/2023
    Upper Merion Dental Assocaiates
    King Of Prussia, PA
  • 04/2023 → 08/2023
    Kate Lembck Orthodontics
    Audubon, PA
  • 01/2015 → 09/2016
    Skyzone
    Oaks, PA
  • 07/2023 → 07/2024
    Restore Hyper Wellness
    Collegeville, PA
  • 01/2020 → 05/2021
    Kohl'S
    Trexlertown, PA
  • 05/2021 → 02/2022
    Becker Orthodontics
    Phoenixville, PA
  • 02/2022 → 04/2023
    Ashley & James Sweet
    Blue Bell, PA
  • 09/2016 → 03/2024
    American Eagle & Aerie
    Pottstown, PA
  • 08/2024 → Present
    Fidelity Investments
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-20
  • S66 Uniform Combined State Law Examination
    2025-03-20

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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