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Thomas Lakatos

Daybright Advisory Services, INC.
23 Years of Experience
Elkins Park, PA
1 DisclosureBroker
View SEC Summary
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Thomas Lakatos is a registered investment advisor at Daybright Advisory Services, INC., based in Elkins Park, PA, with 23 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 696 clients with $1B in assets under management.

Daybright Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
696 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$997.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and typically range from 0.05% to 1.5% based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Elkins Park, PA

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History

Regulatory History (1)
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Criminal
November 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Daybright Advisory Services, INC.
September 2026 - Present · 1 mo
Daybright Securities, LLC
August 2026 - Present · 2 mos
Daybright Securities, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Capital Analysts
July 2014 - January 2026 · 11 yrs 6 mos
Lincoln Investment
January 2014 - January 2026 · 12 yrs
Lincoln InvestmentBroker
January 2014 - January 2026 · 12 yrs
New England SecuritiesBroker
March 2012 - September 2012 · 6 mos
Ameriprise Financial Services, INC.
November 2010 - March 2012 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
November 2010 - March 2012 · 1 yr 4 mos
New England SecuritiesBroker
September 2010 - November 2010 · 2 mos
VALIC Financial Advisors, INC.
April 2010 - September 2010 · 5 mos
VALIC Financial Advisors, INC.Broker
March 2010 - September 2010 · 6 mos
Cole Wealth Management, LLC
October 2009 - March 2010 · 5 mos
Ameriprise Financial Services, INC.
August 2001 - September 2009 · 8 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2001 - September 2009 · 8 yrs 1 mo
Ids Life Insurance CompanyBroker
August 2001 - July 2006 · 4 yrs 11 mos
State Registrations2 states
FLPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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