Daybright Securities, LLC

Broker-DealerFINRA MemberEst. 2019
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 and is listed as an SEC-registered adviser since 2019. The firm’s ownership is identified as a combination of a domestic entity and individual ownership. Public filings classify the firm as unclassified and disclose only a narrow set of operational attributes: it does not act as a capital allocator, does not self-identify as an active ESG investor, is not listed as a multi-state adviser, is not a pension consultant, and is not documented as a related adviser. Available source material provides minimal detail on the firm’s business model, advisory services, fee schedules, or client segments. That limited disclosure makes it difficult to characterize Daybright Securities’ client focus, service offerings, or investment philosophy beyond the administrative attributes noted above.

Assets & Accounts

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

    Thomas Lakatos

    Managing Director, Business DevelopmentCRD 4420088

  • Thomas Hopkins

    FinOpCRD 1835087

  • Courtney Munoz

    Courtney Munoz

    Senior Vice President, Strategic InitiativesCRD 4557980

Unlock 2 more contacts

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