firm profile
Daybright Advisory Services, Inc.
Overview
Daybright Advisory Services, Inc. is an SEC registered investment adviser based in Miami, FL, registered since 2015. It reports $997M in assets under management across 696 accounts, with 10 employees. It has 7 investment adviser representatives.
- Reported AUM
- $997M
- Discretionary
- 74%
- Accounts
- 696
- Average account
- $1.4M
- Employees
- 10
- Advisory reps
- 7
- Registered since
- 2015
- Jurisdictions
- 32
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Patrick William Hale President CRD 7092257
- Megan E Schneider Chairman, Treasurer CRD 7618402
- Matthew Gerard Riordan Chief Financial Officer CRD 1994424
2 more executive officers, with direct contact details
Advisory reps 3 of 7
- Scott Matthew Cloud Investment Adviser Rep CRD 4417623
- Thomas Joseph Lakatos Registered Rep · Investment Adviser Rep CRD 4420088
- Cory Vance Lampshire Investment Adviser Rep CRD 6097778
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 9350 S Dixie Hwy Ste 1560
Miami, FL 33156 - County
- Miami-Dade
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 32 jurisdictions
- Website: ingham.com
Every state, with registration dates
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