Aaron Robert Day

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-01

TX RA
APPROVED

Since 2026-07-01

Branch Locations

3001 Dallas Parkway Suite 550, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tiaa Wealth Management	Lewisville	TX	01/2016	11/2020
Tiaa-Cref Individual & Institutional Services, Llc	Lewisville	TX	01/2016	11/2020
Capital Advisors, Inc.	Dallas	TX	12/2020	06/2026
Corient	Frisco	TX	06/2026	Present

01/2016 → 11/2020

Tiaa Wealth Management

Lewisville, TX
01/2016 → 11/2020

Tiaa-Cref Individual & Institutional Services, Llc

Lewisville, TX
12/2020 → 06/2026

Capital Advisors, Inc.

Dallas, TX
06/2026 → Present

Corient

Frisco, TX

Previous Registrations

2020-12-23 → 2026-07-07

Capital Advisors, Inc.

Frisco, TX

Tulsa, OK
2016-03-09 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
2010-05-24 → 2016-01-20

Td Ameritrade, Inc.

Fort Worth, TX

Plano, TX

Fort Worth, TX
2008-01-31 → 2016-01-20

Td Ameritrade Investment Management, Llc

Plano, TX

Fort Worth, TX

Other Businesses

(1.) NAME OF OBA: THE PARK AT WOODLANDS TRAILS TOWNHOMES; ADDRESS: HOUSTON, TX 77040; NATURE: PASSIVE INVESTOR; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: PASSIVE INVESTOR; DUTIES: PASSIVE INVESTOR; START DATE: 03/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: TOWNE OAKS APRTMENT LONGVIEW LLC; ADDRESS: LONGVIEW, TX 75605; NATURE: PASSIVE INVESTOR; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: PASSIVE INVESTOR; DUTIES: PASSIVE INVESTOR; START DATE: 07/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: BROOK HOLLOW APARTMENTS; ADDRESS: DESOTO, TX 75115; NATURE: PASSIVE INVESTOR; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: PASSIVE INVESTOR; DUTIES: PASSIVE INVESTOR; START DATE: 01/2017; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: BROOKSIDE APARTMENTS; ADDRESS: ARLINGTON, TX 76006; NATURE: PASSIVE INVESTOR; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: PASSIVE INVESTOR; DUTIES: PASSIVE INVESTOR; START DATE: 10/2017; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0