Edmund Van Eyck (CRD# 7721820) is an Investment Advisor Representative working at One Day In July LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One Day In July LLC | Burlington, VT | Apr 2023 - Current | 1 |
| The Fairbank Group | Manchester Center, VT | Sep 2017 - Mar 2023 | 5 |
| The Fairbank Group | Manchester Center, VT | Jun 2014 - Sep 2017 | 3 |
| The Fairbank Group | Manchester Center, VT | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NY
- VT
-
Total Assets Under Management798MILLIONS
-
Total Number of Accounts3,148ACCOUNTS
-
Average Account Value$253,389
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, CT, FL, LA, MA, MD, ME, NH, NY, PA, TX, VT
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