Client 1st Advisory Group

Client 1st Advisory Group (CRD# 167790) is a financial advisory firm headquartered in Clearwater, FL. They manage $285,308,940 in 285 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $1,001,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, FL, LA, MS, NH, TN, TX

Financial Advisors at Client 1st Advisory Group
Showing 1 - 5 of 5 top financial advisors.
1
Sharon L. Bastide
CRD#: 829602
736 Beachland Boulevard, Vero Beach, FL 32963

Sharon Bastide (CRD# 829602) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 13 years of experience in the finance industry.

2
Michelle L. Mabry
CRD#: 1987030
104 Titus Boulevard, Hattiesburg, MS 39402

Michelle Mabry (CRD# 1987030) is an Investment Advisor Representative working at Client 1st Advisory Group in Hattiesburg, MS and has over 32 years of experience in the finance industry. Michelle Mabry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Morgan E. Mabry
CRD#: 5758571
611 Druid Road E., Suite 707, Clearwater, FL 33756

Morgan Mabry (CRD# 5758571) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 5 years of experience in the finance industry.

4
Craig S. Phillips
CRD#: 2066182
611 Druid Road E., Suite 707, Clearwater, FL 33756

Craig Phillips (CRD# 2066182) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 29 years of experience in the finance industry. Craig Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David G. Stieh
CRD#: 4151253
611 Druid Road E., Suite 707, Clearwater, FL 33756

David Stieh (CRD# 4151253) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 22 years of experience in the finance industry.

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