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Carrie Foster Mcdonnell

One Day In July LLC

Middlebury, VT

Rochester, VT

Rutland, VT

CRD 7529640

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Employer firm

One Day In July LLC CRD 284335

$1.36B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
One Day In July Llc

77 College St. #3A, Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2022-04-01
  • VT RA
    APPROVED
    Since 2022-04-01

Branch Locations

48 Main St, Middlebury, VT 05753 • United States

Rochester, VT • United States

734 E Us Rte 4 Suite 7, Rutland, VT 05701 • 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
OrganizationCityStateFromTo
One Day In July Llc Burlington VT 04/2022 Present
White River Valley Supervisory Union Royalton VT 07/2006 04/2022
  • 04/2022 → Present
    Burlington, VT
  • 07/2006 → 04/2022
    White River Valley Supervisory Union
    Royalton, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
Other Names
  • Carrie Foster

View on SEC IAPD

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