Newday Solutions, LLC

Newday Solutions, LLC (CRD# 282163) is a financial advisory firm headquartered in Hampton, NH. They manage $106,790,580 in 707 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $151,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

NH

Financial Advisors at Newday Solutions, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lisa M. Morgan
CRD#: 4575038
1 Park Avenue, Suite 4, Hampton, NH 03842
96
Wealthminder
score

Lisa Morgan (CRD# 4575038) is an Investment Advisor Representative working at Newday Solutions, LLC in Hampton, NH and has over 15 years of experience in the finance industry. Lisa Morgan 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
Tammy L. Symons
CRD#: 4825121
1 Park Avenue, Suite 4, Hampton, NH 03842
96
Wealthminder
score

Tammy Symons (CRD# 4825121) is an Investment Advisor Representative working at Newday Solutions, LLC in Hampton, NH and has over 13 years of experience in the finance industry. Tammy Symons 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.

3
Kathleen M. Thomas
CRD#: 2308400
1 Park Avenue, Suite 4, Hampton, NH 03842
93
Wealthminder
score

Kathleen Thomas (CRD# 2308400) is an Investment Advisor Representative working at Newday Solutions, LLC in Hampton, NH and has over 24 years of experience in the finance industry.

4
Stephen A. Coopersmith
CRD#: 6164631
1 Park Avenue, Suite 4, Hampton, NH 03842
89
Wealthminder
score

Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newday Solutions, LLC in Hampton, NH and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.