Day & Ennis, LLC

Day & Ennis, LLC (CRD# 125549) is a financial advisory firm headquartered in Macon, GA. They manage $197,688,608 in 643 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $307,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Day & Ennis, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew E. Heller
CRD#: 5050933
125 Plantation Centre Drive South, Bldg 400 B, Macon, GA 31210
96
Wealthminder
score

Matthew Heller (CRD# 5050933) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 10 years of experience in the finance industry. Matthew Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John R. Day
CRD#: 3063323
125 Plantation Centre Drive South, Building 400b, Macon, GA 31210
93
Wealthminder
score

John Day (CRD# 3063323) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 18 years of experience in the finance industry.

3
William W. Ennis
CRD#: 4771832
125 Plantation Centre Drive, S, Building 400b, Macon, GA 31210
93
Wealthminder
score

William Ennis (CRD# 4771832) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 12 years of experience in the finance industry.

4
Stephanie G. Davidson
CRD#: 6139985
125 Plantation Centre Drive, Sout, Building 400-b, Macon, GA 31210
90
Wealthminder
score

Stephanie Davidson (CRD# 6139985) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has 1 year of experience in the finance industry. Stephanie Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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