Gary Lee Simon
Investment adviser representative at Daybright Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$997.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Daybright Advisory Services, Inc.Dec 2024 to now
- Trpc Advisory Services, Inc.Jan 2020 to now
- The Retirement Plan Company LLCJun 2018 to now
- UnemployedDec 2017 to Jun 2018
- Fidelity InvestmentsNov 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
Daybright Advisory Services, Inc.
$997.4MAssets managed
696Clients
16Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5049096
- Firm CRD
- 133795