Claim Profile
Unclaimed Profile
BD

Bryan Patrick Day

KATHLEEN DAY & ASSOCIATES, INC.·MIAMI, Florida
Clean recordKATHLEEN DAY & ASSOCIATES, INC.
7355 SW 87TH AVE, MIAMI, FL 33173CRD# 2349374Firm CRD# 105823

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Patrick Day · MIAMI, FL
Registration
CRD #2349374 · KATHLEEN DAY & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryan Patrick Day is a registered financial advisor based in MIAMI, Florida, affiliated with KATHLEEN DAY & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Bryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bryan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THE ENRICHMENT GROUP, INC.
THE ENRICHMENT GROUP, INC.
AUM
$245M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2349374
Firm CRD# 105823
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Bryan Patrick Day offer?
Bryan Patrick Day specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.
What are Bryan Patrick Day's credentials?
Bryan Patrick Day is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Patrick Day located?
Bryan Patrick Day is based in MIAMI, Florida, working with KATHLEEN DAY & ASSOCIATES, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Bryan Patrick Day charge for services?
Bryan Patrick Day's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KATHLEEN DAY & ASSOCIATES, INC.?
KATHLEEN DAY & ASSOCIATES, INC. has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KATHLEEN DAY & ASSOCIATES, INC.