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ME

Marc J. Eichberg

INGHAM RETIREMENT GROUP
MIAMI, FL 33156
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CRD#: 1525953
ME

Professional summary


Marc Jeffrey Eichberg is a registered financial advisor currently at INGHAM RETIREMENT GROUP located in Miami, Florida and DAYBRIGHT ADVISORY SERVICES, INC. located in Miami, Florida.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Marc has worked at 12 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 02/26/2013 - Ingham & Company-Inv. Rel. - At reported business location(s) - TPA - W2 Employee / Consultant - time spent 100% (2) 03/01/2013 - INGHAM FINANCIAL/ OWNER OF INSURANCE AGENCY/PENSION CONSULTANT/ 5%/ MIAMI, FL (3) 03/01/2013 - INGHAM FINANCIAL/ SALE OF NON-VARIABLE INSURANCE/ 0%/ MIAMI, FL (4) 03/01/2013 - INGHAM & COMPANY/ W-2 EMPLOYEE AND CONSULTANT OF THIRD PARTY ADMINISTRATION/ 100%/ MIAMI, FL (5) 05/22/2013 - INGHAM/RUSSELL INVESTMENT ADVISORS - INGHAM/RUSSELL INVESTMENT ADVISORS - (HYBRID) INGHAM/RUSSELL INVESTMENT ADVISORS - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE - 100% OF TIME SPENT - MIAMI, FL (6) 05/22/2013 - INGHAM RETIREMENT GROUP - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) INGHAM RETIREMENT GROUP - (HYBRID) IAR - 100% OF TIME SPENT - MIAMI, FL

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marc Jeffrey Eichberg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 26, 1991 - Present

INGHAM RETIREMENT GROUP

Office #1: 9350 South Dixie Highway Suite 1560, Miami, FL 33156
RIA
CRD#: 106299
MIAMI, FL
Current

August 11, 2025 - Present

DAYBRIGHT ADVISORY SERVICES, INC.

Office #1: 9350 South Dixie Highway Suite 1560, Miami, FL 33156
RIA
CRD#: 133795
Miami, FL
Past

March 1, 2013 - March 2, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
MIAMI, FL
Past

September 28, 2004 - March 4, 2013

SENTINEL SECURITIES, LLC.

BD
CRD#: 110942
MIAMI, FL
Past

April 9, 1999 - October 1, 2004

DP ASSET MANAGEMENT, INC.

BD
CRD#: 42737
ORLANDO, FL
Past

March 18, 1999 - April 9, 1999

DP ASSET MANAGEMENT, INC.

BD
CRD#: 42737
Past

May 9, 1997 - March 15, 1999

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 31, 1995 - August 22, 1995

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

June 18, 1992 - August 3, 1995

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

July 26, 1991 - December 31, 2004

INGHAM RETIREMENT GROUP

RIA
CRD#: 106299
MIAMI, FL
Past

April 24, 1990 - December 31, 1991

HUTTOE & ASSOCIATES, INC.

BD
CRD#: 17461
Past

November 20, 1989 - February 13, 1990

MARK ROSS & CO., INC.

BD
CRD#: 22337
NEW YORK, NY
Past

February 4, 1987 - May 19, 1988

LEVENSHON & COMPANY

BD
CRD#: 10441
Past

July 23, 1986 - November 26, 1986

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DAYBRIGHT ADVISORY SERVICES, INC.
DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA
Registered Investment Advisory firm - (4/16/2015 Approved)
Tennessee
Registered Investment Advisory firm - (9/3/2015 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/26/1991)

Exams


General Industry/Product Exam
RR
SIE
Date: 3/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


DA
DAYBRIGHT ADVISORY SERVICES, INC.
DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA
Registered Investment Advisory firm - (4/16/2015 Approved)
Tennessee
Registered Investment Advisory firm - (9/3/2015 Terminated)
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Contact information


Main Address
9350 South Dixie Highway Suite 1560, Miami, FL 33156
Mailing Address
P.o.box 50, Lakeland, FL 33802
Phone number
(305) 671-2200
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (33 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAYBRIGHT ADV PART 2A DISCLOSURE BROCHURE (8/5/2025)

Regulatory assets under management


Total Number of Accounts2,170
AUM (Assets Under Management)$ 4,212,361,531

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/09/2025
Cover Page
01/22/2024
12/22/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DAYBRIGHT ADVISORY SERVICES, INC.

CRD#: 133795Miami, FL 33156

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