Leeric Daye (CRD# 4255554) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Waltham, MA and has over 23 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Waltham, MA | Nov 2020 - Current | 3 |
| Beacon Pointe Insurance Services, LLC | Waltham, MA | Nov 2020 - Current | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Waltham, MA | Nov 2020 - Nov 2020 | < 1 |
| Tiaa | Waltham, MA | Dec 2007 - Nov 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- MA
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Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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