Charles Raymond Mays

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2013 → 06/2019
  Smith Anglin Financial, Llc
  Dallas, TX
• 06/2019 → 06/2020
  Sloan Investment Management
  Dallas, TX
• 07/2020 → Present
  Mariner Platform Solutions
  Plano, TX
• 07/2020 → Present
  Mays Wealth Management Group Llc
  Plano, TX

Previous Registrations

• 2019-10-04 → 2020-07-13
  Sloan Investment Management, L.L.C.
  Dallas, TX
• 2014-02-10 → 2019-06-20
  Smith Anglin Financial, Llc
  Dallas, TX

Other Businesses

MAYS WEALTH MANAGEMENT GROUP, LLC; PLANO, TX; MANAGING PARTNER OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 07/2020; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-26
• S63 Uniform Securities Agent State Law Examination
  1992-09-30

Other Names

• Charlie Mays
• Chas R. Mays
• Charlie Raymond Mays