Stephen Barrett May

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 02/2013 → 10/2024
  Raymond James & Associates, Inc.
  Winter Park, FL
• 07/2025 → Present
  Truist Investment Services, Inc
  Orlando, FL
• 07/2025 → Present
  Truist Advisory Services, Inc
  Orlando, FL
• 10/2024 → 07/2025
  Unemployed
  Orlando, FL

Previous Registrations

• 2013-02-13 → 2024-10-03
  Raymond James & Associates, Inc.
  Winter Park, FL
  St. Petersburg, FL
• 2010-05-27 → 2013-02-13
  Morgan Keegan & Company, Llc
  Winter Park, FL
• 2009-03-05 → 2010-05-19
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL
  Melbourne, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-02-25
• S63 Uniform Securities Agent State Law Examination
  2007-06-28

Other Names

• Stephen May