NW
Nancy S. Westbrook
ONE DAY IN JULY LLC
Hanover, NH 03755
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CRD#: 7262929
NW
Professional summary
Nancy Surdek Westbrook, who also goes by Nancy Therese Surdek, is a registered financial advisor currently at ONE DAY IN JULY LLC located in Hanover, New Hampshire.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nancy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Therese Surdek
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.
Nancy is a member of the Finance Committee for Fletcher Free Library located at 235 College Street, Burlington, VT 05401. The Fletcher Free Library is a public library. Nancy's role on the Finance Committee is investment-related insofar as her duties include making recommendations for how the library should invest its funds. Nancy began this role June 2, 2025 and devotes approximately 5 hours per year (less than 1 hour per month) to the role. She does not devote any hours to the role during securities trading hours as the Committee meeting are scheduled in the evenings.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Surdek Westbrook'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®
NoneExperience
Current
July 7, 2020 - Present
ONE DAY IN JULY LLC
Office #1: 26 South Main Street Unit No. 4, Hanover, NH 03755Office #2: 77 College St. #3a, Burlington, VT 05401RIA
CRD#: 284335
Hanover, NH
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".
OD
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC | SHELBURNE FIDUCIARY PARTNERS, LLC
CRD#: 284335 / SEC#: 801-113839
RIA
Registered Investment Advisory firm - (8/15/2018 Approved)Massachusetts
Registered Investment Advisory firm - (9/7/2018 Terminated)New Hampshire
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (9/7/2018 Terminated)Vermont
Registered Investment Advisory firm - (9/11/2018 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
New Hampshire(7/7/2023)
IAR
Vermont(7/7/2020)
Current Firm
OD
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC | SHELBURNE FIDUCIARY PARTNERS, LLC
CRD#: 284335 / SEC#: 801-113839
RIA
Registered Investment Advisory firm - (8/15/2018 Approved)Massachusetts
Registered Investment Advisory firm - (9/7/2018 Terminated)New Hampshire
Registered Investment Advisory firm - (10/5/2018 Terminated)Texas
Registered Investment Advisory firm - (9/7/2018 Terminated)Vermont
Registered Investment Advisory firm - (9/11/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
77 College St. #3a, Burlington, VT 05401
Mailing Address
Phone number
(802) 503-8280
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,737 |
| AUM (Assets Under Management) | $ 1,089,449,663 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
