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RIA / WealthAdvisor27 years in industry

ROBERT KENNETH MAY

Advisor at FISHER INVESTMENTS

PLANO, TX | DELAFIELD, WI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 1, 1998
First registration: Feb 2, 2006
Dual registered: no
Other names: ROB MAY
IAPD individual key: 3110735

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Aug 20, 2010	n/a	yes	DELAFIELD, WI\|PLANO, TX	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 22, 2010	no	GREENBAY, WI\|Waukesha, WI\|Milwaukee, WI	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	WAUWATOSA, WI\|GREENBAY, WI	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 2, 2006	Apr 2, 2007	no	HOLLAND, MI\|GREENBAY, WI\|GREENBAY, WI\|ADDISON, TX\|PURCHASE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	FISHER INVESTMENTS	Jul 22, 2010	Aug 20, 2010	29	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Aug 20, 2010 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 22, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 2, 2006 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.