Matthew Dalton Mcbride
Investment adviser representative at One Day In July LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- One Day In July LLCJan 2023 to now
- University of VermontJan 2019 to Jan 2023
- UnemployedSep 2018 to Dec 2018
- Saint Michael's CollegeAug 2013 to Aug 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VT).
One Day In July LLC
$1.4BAssets managed
1,381Clients
14Advisers
8 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
- 7699446
- Firm CRD
- 284335