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Adam Michael Day

Ritholtz Wealth Management

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About Adam Michael Day

Adam Michael Day is a financial advisor with Ritholtz Wealth Management. Adam has been a financial advisor for over 12 years. He is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Adam specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.

Firm Information

Adam Day is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Day’s Registration & Firm History

FL

12/11/2023 - Present

Ritholtz Wealth Management (Naples FL)

OH

08/23/2011 - 02/08/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TOLEDO OH)

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Licenses & Designations

IA

Issued 10/10/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Michael Day.
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