Brian
Fairhurst

Newday

CRD#4208169
Investment Advisor
in Belvedere Tiburon, CA

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About this Advisor

Brian Fairhurst is a financial advisor based in Belvedere Tiburon, California, working with Newday. Brian has previously held positions at F-Squared Investments, RBC Capital Markets, LLC, RBC Global Asset Management (US) Inc, and Newday Impact Investing. Brian has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Brian is part of Newday, which operates out of Belvedere Tiburon, California. The firm has 9 employees and manages assets totaling $175.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. The fee structure at Newday includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1 Blackfield Dr Ste 2-348
Belvedere Tiburon, CA 94920

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Newday Brokerage Details

Total Assets Under Management

$175,433,672

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

26

CA Average: 3,727
Average Account Size

$6,747,449

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers

Brian Fairhurst Work History

2024 - Present (0 year)

Newday Impact Investing

2015 - Present (9 years)

Rbc Capital Markets, LLC

2015 - Present (9 years)

Rbc Global Asset Management (Us) Inc

2013 - 2015 (2 years)

F-Squared Investments

Disclosures

Please visit the SEC profile of Brian Fairhurst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newday

Brian Fairhurst
Belvedere Tiburon, CA
David Hsu
Puyallup, WA
Douglas Heske
Belvedere Tiburon, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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