Paul Day has been an investment adviser representative at Pinnacle Wealth Management Partners since July 2025, and is not listed among the firm’s executive officers or direct owners.
Pinnacle Wealth Management Partners, Inc. is a Brighton, MI firm with $118M under management, 271 clients and 4 advisers in one office, as of its March 2026 filing.
Paul Day’s longest registration was 2 years at Prudential Financial Planning Services (2022–2024). Before joining Pinnacle Wealth Management Partners in 2025, Paul Day was registered through LPL Enterprise, LLC and Prudential Financial Planning Services.
- – present · 1 yearBrighton, MI · Adviser representative · Firm CRD 166853
- LPL Enterprise, LLC– · under a yearTroy, MI · Adviser representative · Firm CRD 8733
- Prudential Financial Planning Services– · 2 yearsTroy, MI · Adviser representative · Firm CRD 5685
- Thrivent Investment Management Inc.– · under a yearBrighton, MI · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Paul Day is registered as an investment adviser representative in Michigan, since July 2025.
- MichiganSince 7 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Matthew Day
- CRD
- 6525708
- Firm
- Pinnacle Wealth Management Partners · CRD 166853
- Office
- Brighton, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Day work?
Paul Day is an investment adviser representative registered through Pinnacle Wealth Management Partners, Inc. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Paul Day a financial advisor?
Yes. Paul Day has a current investment-adviser registration in Michigan, through Pinnacle Wealth Management Partners since July 2025.
How many years of experience does Paul Day have?
Paul Day has 11 years in the financial industry, since September 2015, across 4 adviser firms.
What exams has Paul Day passed?
Paul Day has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2015. FINRA credited Paul Day with the SIE, which began in October 2018.
Where did Paul Day work before Pinnacle Wealth Management Partners?
Before Pinnacle Wealth Management Partners, Paul Day was registered through Prudential Financial Planning Services, June 2022 to November 2024; Thrivent Investment Management Inc., May 2022 to June 2022.
Where is Paul Day based?
Paul Day’s registered office is in Brighton, MI.
Is Paul Day registered with FINRA?
No. Paul Day has no current broker registration.
How can I verify Paul Day’s record?
Search CRD 6525708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Day’s full registration record.