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 14 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 12 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 23 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 2 years of experience in the finance industry.

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