John Philip Day
Investment adviser representative at Level Four Advisory Services
11 yearsExperience
2 statesRegistered in
$6.5BFirm assets
20 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 feeOther
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
11 years in the industry.
- Level Four Advisory Services, LLCJun 2025 to now
- Level Four FinancialApr 2025 to now
- Bain & CompanyJan 2018 to Aug 2025
- AssetvaultSep 2017 to Jan 2018
- Extended TravelMay 2017 to Sep 2017
- University of VirginiaJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Level Four Advisory Services
Legal name: Level Four Advisory Services, LLC
$6.5BAssets managed
15,720Clients
136Advisers
20 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
- 8075248
- Firm CRD
- 134086