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Chief Executive Officer, Chief Compliance Officer, & Sole Member/managing Member · One DAY in July LLC

Daniel P. Cunningham

CRD 6676005 · Named on Form ADV at one SEC-registered adviser

At a glance

One DAY in July LLC, an SEC-registered wealth manager based in Burlington, VT with $1.4 billion in regulatory assets, lists Daniel P. Cunningham on its Form ADV as Chief Executive Officer, Chief Compliance Officer, & Sole Member/managing Member, a control person.

Firms and roles

  • One DAY in July LLCChief Executive Officer, Chief Compliance Officer, & Sole Member/managing MemberWealth manager · Burlington, VT · $1.4B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.