Ryan Day
Ryan Day is a CFP-designated registered investment advisor at Capital Analysts, based in Park City, UT, with 27 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Park City, UT
Get directionsHistory
Regulatory History (11)
Customer Dispute
January 2014Customer Dispute
November 2013Customer Dispute
July 2013Customer Dispute
July 2012Customer Dispute
April 2012Customer Dispute
August 2011Customer Dispute
June 2011Customer Dispute
November 2010Customer Dispute
September 2010Customer Dispute
December 2005Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Ryan owns Ryan M Day Consulting and is an author, dedicating minimal time to writing books. He also receives residual trail commissions for fixed insurance sales and service from old business, spending minimal time on this activity, and is no longer actively selling insurance products outside of Lincoln.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Kcg Securities, LLCBroker
Knox Capital Advisors, LLC
Geneos Wealth Management, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.