One Day In July LLC

One Day In July LLC (CRD# 284335) is a financial advisory firm headquartered in Burlington, VT. They manage $797,669,157 in 3,148 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    798
    MILLION
  • Total Number of Accounts
    3,148
    ACCOUNTS
  • Average Account Value
    $253,389
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, MD, ME, NH, NY, PA, TX, VT

Financial Advisors at One Day In July LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jayne A. Bills
CRD#: 6887129
77 College Street, #3a, Burlington, VT 05401

Jayne Bills (CRD# 6887129) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 6 years of experience in the finance industry.

2
Daniel P. Cunningham
CRD#: 6676005
77 College St. #3a, Burlington, VT 05401

Daniel Cunningham (CRD# 6676005) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 7 years of experience in the finance industry.

3
Hans F. Smith
CRD#: 6322329
77 College St. #3a, Burlington, VT 05401

Hans Smith (CRD# 6322329) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 10 years of experience in the finance industry.

4
Peter A. Egolf
CRD#: 7275044
77 College St. #3a, Burlington, VT 05401

Peter Egolf (CRD# 7275044) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 3 years of experience in the finance industry.

5
William F. Koster
CRD#: 1452809
206 Main Street, Vergennes, VT 05491

William Koster (CRD# 1452809) is an Investment Advisor Representative working at One Day In July LLC in Vergennes, VT and has over 32 years of experience in the finance industry.

6
Matthew D. McBride
CRD#: 7699446
77 College St, Suite 3a, Burlington, VT 05401

Matthew McBride (CRD# 7699446) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has 1 year of experience in the finance industry.

7
Carrie F. McDonnell
CRD#: 7529640
Rochester, VT

Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.

8
Edmund M. Van Eyck
CRD#: 7721820
73 Henry St., Saratoga Springs, NY 12866

Edmund Van Eyck (CRD# 7721820) is an Investment Advisor Representative working at One Day In July LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.

9
Nancy S. Westbrook
CRD#: 7262929
77 College St. #3a, Burlington, VT 05401

Nancy Westbrook (CRD# 7262929) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 3 years of experience in the finance industry.

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