Daybright Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
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 registered with the SEC since 2019. Public disclosures about its advisory remit, client segments, fee schedules and specific services are minimal; the firm is listed as "Unclassified" in regulatory categorizations and its ownership is recorded as a combination of a domestic entity and an individual. Regulatory profile points to a narrow operational footprint: the firm is not flagged as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or a related adviser. Those attributes, together with the lack of published business-activity detail, suggest limited public-facing activity or sparse reporting of client-facing services.

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 4
  • Curnita Yates

    Curnita Yates

    Relationship ManagerCRD 7647267

  • Courtney Munoz

    Courtney Munoz

    Senior Vice President, Strategic InitiativesCRD 4557980

  • Melanie Hancock Brown

    Melanie Hancock Brown

    Associate AttorneyCRD 7276213

Unlock 1 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