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HB

Hilary A. Bryson

DAYMARK WEALTH PARTNERS
TEN MILE, TN
Some features on this profile are disabled
CRD#: 2344395
HB

Professional summary

Hilary Anne Bryson, who also goes by Hilary Anne Aasbrein, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Ten Mile, Tennessee.

Hilary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Hilary has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hilary Anne Aasbrein

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hilary Anne Bryson'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

April 17, 2025 - Present

DAYMARK WEALTH PARTNERS, LLC

RIA
CRD#: 320878
TEN MILE, TN
Past

January 16, 2020 - May 1, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Deerfield, IL
Past

January 16, 2020 - May 1, 2025

MORGAN STANLEY

BD
CRD#: 149777
Deerfield, IL
Past

October 25, 2011 - January 16, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ARLINGTON HEIGHTS, IL
Past

October 25, 2011 - January 16, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ARLINGTON HEIGHTS, IL
Past

May 27, 2010 - October 10, 2011

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CHICAGO, IL
Past

May 27, 2010 - October 10, 2011

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

August 24, 2009 - April 29, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
FLORENCE, SC
Past

October 4, 2007 - April 29, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
FLORENCE, SC
Past

May 7, 2004 - September 27, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
FLORENCE, SC
Past

June 15, 2002 - May 7, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 4, 2002 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC

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".
DW
DAYMARK WEALTH PARTNERS, LLC
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)

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
Illinois
(4/17/2025)
IAR
Tennessee
(2/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2002
General Securities Representative Examination

Current Firm

DW
DAYMARK WEALTH PARTNERS, LLC
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
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Contact information

Main Address
9675 Montgomery Road Ste 201, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 838-2520
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts7,405
AUM (Assets Under Management)$ 5,042,043,338

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

DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878Ten Mile, TN

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