Peter May has been Secretary and Assitant Treasurer of HFH Planning since March 2017, is a control person of the firm and directly owns between 25% and 50% of it. Peter May holds an MBA from Columbia University, a Bachelor of Science in Commerce from the University of Virginia and a Certificate of Financial Planning from New York University.
HFH Planning Inc. is a firm with $206M under management, 122 clients and 2 advisers in one office, as of its April 2026 filing.
Peter May joined HFH Planning Inc. as a Financial Strategist in 2015. Previously he worked in the Institutional Clients Groups at Citigroup as a structurer and trader of corporate credit derivatives. Earlier in his career he worked as an equity analyst covering healthcare services and manufactured housing companies and as a regional finance manager in the telecom industry, and he served in the Peace Corps in Estonia.
Professional designations
Listed by HFH Planning
- CFP®
Investment adviser representative registrations
Peter May is registered as an investment adviser representative in New York, since July 2021.
- New YorkSince 26 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 27 October 2006 |
| Series 55 | Limited Representative-Equity Trader Exam | 21 October 2006 |
| Series 3 | National Commodity Futures Examination | 14 October 2006 |
| Series 7 | General Securities Representative Examination | 7 October 2006 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Dickinson May
- CRD
- 4999166
- Firm
- HFH Planning · CRD 114046
- Role
- Secretary and Assitant Treasurer
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hfhplanning.com
Where does Peter May work?
Peter May has been Secretary and Assitant Treasurer of HFH Planning Inc. since March 2017, and is a control person of the firm.
Is Peter May a financial advisor?
Yes. Peter May has a current investment-adviser registration in New York, through HFH Planning since July 2021.
How many years of experience does Peter May have?
Peter May has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Peter May passed?
Peter May has passed 4 licensing exams: the Series 7, Series 3, Series 55 and Series 63. The earliest, the Series 7, was passed in October 2006.
Where is Peter May based?
Peter May’s registered office is in New York, NY.
Is Peter May registered with FINRA?
No. Peter May has no current broker registration.
Is Peter May a CFP?
HFH Planning lists Peter May with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Peter May’s record?
Search CRD 4999166 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter May’s full registration record.
