Edward DayCRD Number: 6336576
Current Firm: Strategic Advisers, Inc.
Edward Day (CRD# 6336576) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Winchester, MA and has over 2 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Shepherd Financial Partners, LLC||Winchester, MA||Dec 2015 - Current||< 1|
|Lpl Financial LLC||Winchester, MA||May 2015 - Current||1|
|Fidelity Investments||Merrimack, NH||May 2014 - Apr 2015||< 1|
|Unemployed||Somerville, MA||Jan 2014 - May 2014||< 1|
|Apple||Cambridge, MA||Dec 2013 - Jan 2014||< 1|
|Gazelle||Boston, MA||Nov 2013 - Nov 2013||< 1|
|Unemployed||Somerville, MA||May 2013 - Nov 2013||< 1|
|The College Of Wooster||Wooster, OH||Oct 2009 - May 2013||3|
|The College Of Wooster||Wooster, OH||Aug 2009 - May 2013||3|
|Becket-chimney Corners Ymca||Becket, MA||Jun 2008 - Jul 2010||2|
|Lexington High School||Lexington, MA||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2014|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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
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