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Martin Ryan Day

Martin R. Day

BREXTON FAMILY FINANCIAL
Grapevine, TX 76051
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CRD#: 3086193
Martin Ryan Day

Professional summary


Martin Ryan Day, CFP® is a registered financial advisor currently at BREXTON FAMILY FINANCIAL, LLC located in Grapevine, Texas.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Martin has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Martin Ryan Day's 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®
CFP®

Start date: 2001

Experience


Current

July 10, 2020 - Present

BREXTON FAMILY FINANCIAL, LLC

Office #1: 129 S. Main St. Suite 260, Grapevine, TX 76051
RIA
CRD#: 309643
Grapevine, TX
Past

January 18, 2011 - July 10, 2020

BOX FINANCIAL ADVISORS, LLC

RIA
CRD#: 155623
GRAPEVINE, TX
Past

April 30, 2003 - October 8, 2010

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
IRVING, TX
Past

August 14, 1998 - October 8, 2010

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
IRVING, TX

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
Texas
(7/10/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BF
BREXTON FAMILY FINANCIAL, LLC
BREXTON FAMILY FINANCIAL, LLC

CRD#: 309643 / SEC#:

Texas
Registered Investment Advisory firm - (7/10/2020 Approved)
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Contact information


Main Address
Grapevine, TX
Mailing Address
Phone number
(817) 725-5485
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts275
AUM (Assets Under Management)$ 67,993,857

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


BREXTON FAMILY FINANCIAL, LLC

CRD#: 309643Grapevine, TX 76051

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