Daybright Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Lakeland, Florida
CRD number
293128
Registered since
August 23, 2019

Firm profile

FINTRX

Overview

Daybright Securities, LLC is organized as a limited liability company. Publicly available data on the firm is sparse; the record identifies ownership as a mix of a domestic entity and an individual but provides little detail about day-to-day business lines or client segments. The firm is classified as "Unclassified" in the dataset and is not designated as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Disclosure fields for fee schedule, advisory activities, and specific business operations were not populated in the available records, so the firm's service offering and client focus cannot be characterized from the present dataset.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Thomas Lakatos

    Managing Director, Business DevelopmentCRD 4420088

  • Thomas Hopkins

    FinOpCRD 1835087

  • Courtney Munoz

    Courtney Munoz

    Senior Vice President, Strategic InitiativesCRD 4557980

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakeland, FL

Polk

Location

Lakeland, FL

Headquartered in Lakeland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Polk
Address
3003 S Florida Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth