Mitchel DayleyCRD Number: 5882974
Current Firm: Strategic Advisers, Inc.
Mitchel Dayley (CRD# 5882974) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jul 2014 - Current||2|
|Wells Fargo Bank Na||Orem, UT||Jan 2013 - Jul 2014||1|
|Wells Fargo Advisors LLC||Orem, UT||Jan 2013 - Jul 2014||1|
|Fidelity Investments||American Fork, UT||Jan 2011 - Jan 2013||2|
|Wells Fargo||High Land, UT||Mar 2010 - Jan 2011||< 1|
|Cotton Wood Financial||Orem, UT||Jun 2009 - Mar 2010||< 1|
|Innovations 21||Spanish Fork, UT||Jun 2008 - Jun 2009||1|
|Papa Murphys||Spanish Fork, UT||Jun 2002 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV