Daniel Jeffrey May

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2016 → 12/2016
  Foothill Securities, Inc.
  Morgan Hill, CA
• 07/2016 → 06/2020
  Rnp Advisory Services, Inc.
  Morgan Hill, CA
• 12/2016 → 05/2020
  Securities America, Inc.
  Morgan Hill, CA
• 06/2020 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-07-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Morgan Hill, CA
  St Louis, MO
• 2018-03-23 → 2020-07-01
  Rnp Advisory Services, Inc.
  Los Gatos, CA
  Morgan Hill, CA
• 2016-11-23 → 2017-12-31
  Rnp Advisory Services, Inc.
  Morgan Hill, CA
• 1997-07-08 → 2015-07-28
  Charles Schwab & Co., Inc.
  Milpitas, CA
  Sunnyvale, CA

Other Businesses

LGNG POSITION: Participant NATURE: I have joined a networking group called LGNG (Los Gatos Networking Group). I am not a board member, and I am not compensated for participating. However, I do occasionally assist the treasurer in creating reports & analysis, but I have no access to the finances of the entity. The group meets for breakfast twice a month. There is no "office" or physical address, but there is a website, LGNG.com INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2017 ADDRESS: No physical address, Los Gatos CA 95030, United States DESCRIPTION: The group meets for breakfast twice a month. Each individual comes from a different professional discipline (CPA, Insurance, Dentist, Chiropractor, etc.). We socialize and learn about each other.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-21
• S63 Uniform Securities Agent State Law Examination
  1991-09-26