Adam
Day
Ritholtz Wealth Management
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About this Advisor
Adam Day is a financial advisor based in Naples, Florida, working with Ritholtz Wealth Management. Adam has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Wealthquest Corp, and Ritholtz Wealth Management. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Adam is part of Ritholtz Wealth Management, which operates out of Naples, Florida. The firm has 13 offices and 60 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ritholtz Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ritholtz Wealth Management Brokerage Details
$4,265,952,348
60
10,122
$421,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Adam Day Work History
Ritholtz Wealth Management
Wealthquest Corp
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Adam Day 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 Ritholtz Wealth Management
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Nashville, TN
Lansing, MI
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