Adviser and broker representative · Creative Financial Designs, Inc.
Terry W. May
CRD 1453998 · Greenville, OH
At a glance
Terry W. May is an investment adviser representative with Creative Financial Designs, Inc. in Greenville, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terry’s SEC record dates to 2003, about 23 years ago. Terry is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Creative Financial Designs, Inc.Since April 2003Greenville, OH · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Terry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.