A complete list of active advisors currently associated with Conrad A. May, CPA, P.C.
Warmer can help you find a great advisor at Conrad A. May, CPA, P.C. or one who fits your needs even better.
Conrad A. May, CPA, P.C. provides investment advisory and portfolio management services primarily to individual clients and also to corporate and business clients, together with related financial planning. The firm is organized as a CPA practice and discloses offering advisory services alongside its accounting and tax work. The brochure indicates the firm generally operates on a non-discretionary basis, with the advisor providing recommendations while clients or their authorized representatives retain final trading authority (see Item 16). Investment advice and planning are delivered in the context of the firm’s accounting relationship, as described under Other Financial Industry Activities and Affiliations (Item 10). Noteworthy distinctions relative to peers include the firm’s CPA affiliation and explicit servicing of corporate/business clients, both of which are uncommon among independent solo-advisor practices. The firm also reports it does not use percentage-of-AUM fees and maintains a small, concentrated client roster, which may influence how services are structured and implemented.
To learn more about the advisors currently working at Conrad A. May, CPA, P.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mt. Prospect, IL
| 25
|
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