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TD

Timothy A. Day

EVOLVE PRIVATE WEALTH
LOS ANGELES, CA 90024
CRD#: 7434409
Some features on this profile are disabled
TD
Timothy Aaron DayEVOLVE PRIVATE WEALTH

Professional summary

Timothy Aaron Day, who also goes by Timothy A Day, is a registered financial advisor currently at EVOLVE PRIVATE WEALTH, LLC located in Los Angeles, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Timothy has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy A Day

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 Timothy Aaron Day'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

June 9, 2026 - Present

EVOLVE PRIVATE WEALTH, LLC

Office #1: 10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
RIA
CRD#: 333932
LOS ANGELES, CA
Past

December 21, 2022 - May 28, 2026

IEQ CAPITAL, LLC

RIA
CRD#: 301819
Los Angeles, CA
Past

September 14, 2022 - December 8, 2022

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
NEWPORT BEACH, CA
Past

July 27, 2022 - December 8, 2022

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEWPORT BEACH, CA

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".
EP
EVOLVE PRIVATE WEALTH, LLC
EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA
Registered Investment Advisory firm - (1/2/2025 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
California
(6/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/27/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/6/2022
Securities Industry Essentials Examination

Current Firm

EP
EVOLVE PRIVATE WEALTH, LLC
EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)
Loading...

Contact information

Main Address
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
Mailing Address
Phone number
(424) 500-4601
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVOLVE PRIVATE WEALTH, LLC DISCLOSURE BROCHURE (1/29/2026)

Regulatory assets under management

Total Number of Accounts3,940
AUM (Assets Under Management)$ 2,147,950,288

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

EVOLVE PRIVATE WEALTH, LLC

CRD#: 333932Los Angeles, CA 90024

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