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Mariah Lynn Day

Captrust

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About Mariah Lynn Day

Mariah Lynn Day is a registered Investment Advisor Representative with Captrust, an investment advisory firm headquartered in Raleigh, NC. Mariah has been working in the financial services industry for over 10 years and has expertise in areas such as portfolio management, financial planning, and pension consulting. Mariah holds a Series 63 and a Series 65 license, as well as the SIE exam, demonstrating her knowledge and dedication to providing sound financial advice. Mariah holds a Series 6TO license and is registered in Indiana and Texas. Mariah works with a variety of clients, including individuals, high-net-worth individuals, families, trusts, retirement plans, and corporations. Mariah previously worked at Northwestern Mutual Investment Services LLC. Mariah is committed to providing personalized service and helping her clients achieve their financial goals.

Firm Information

Mariah Day is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mariah Day’s Registration & Firm History

IN

10/31/2023 - Present

Captrust (INDIANAPOLIS IN)

IN

11/12/2021 - 05/10/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Indianapolis IN)

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Licenses & Designations

IA

Issued 10/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariah Lynn Day.
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