Matthew
Mcbride
One Day In July LLC
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About this Advisor
Matthew Mcbride is a financial advisor who works out of Burlington, Vermont. Mcbride is an advisor for One Day In July LLC. During their career, Mcbride has held roles at One Day In July LLC, University Of Vermont, Saint Michael'S College, Seg Rides Of Vermont, Pomerleau Real Estate, Jack & Grill and Colchester High School. Mcbride holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Vermont. One Day In July LLC is a firm based in Burlington, VT. The firm has offices in three locations and a total of 18 employees. It oversees $588 million in assets between its 2,525 accounts, placing it among the bigger firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 2,525 customer accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by One Day In July LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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One Day In July LLC Brokerage Details
$587,450,438
18
2,525
$232,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Matthew Mcbride Work History
Matthew has been registered as a financial advisor for 0 years.*
One Day In July LLC
University Of Vermont
University Of Vermont
Seg Rides Of Vermont
Pomerleau Real Estate
Saint Michael'S College
Jack & Grill
Colchester High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Mcbride 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 One Day In July LLC
Shelburne, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Shaftsbury, VT
Shelburne, VT
Essex, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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