Client 1st Advisory Group

Client 1st Advisory Group (CRD# 167790) is a financial advisory firm headquartered in Dunedin, FL. They manage $348,644,970 in 825 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
678 Douglas Avenue, Dunedin, FL 34698
https://twitter.com/1st client
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    825
    ACCOUNTS
  • Average Account Value
    $422,600
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Client 1st Advisory Group
Showing 1 - 4 of 4 top financial advisors.
1
Sharon Bastide, financial advisor Vero Beach FL
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 15 years of experience in the finance industry.

2
Michelle Mabry, financial advisor Dunedin FL
Michelle L. Mabry
CRD#: 1987030
678 Douglas Avenue, Dunedin, FL 34698

Michelle Mabry (CRD# 1987030) is an Investment Advisor Representative working at Client 1st Advisory Group in Dunedin, FL and has over 34 years of experience in the finance industry.

3
Craig Phillips, financial advisor Dunedin FL
Craig S. Phillips
CRD#: 2066182
678 Douglas Avenue, Dunedin, FL 34698

Craig Phillips (CRD# 2066182) is an Investment Advisor Representative working at Client 1st Advisory Group in Dunedin, FL and has over 31 years of experience in the finance industry.

4
David Stieh, financial advisor Dunedin FL
David G. Stieh
CRD#: 4151253
678 Douglas Avenue, Dunedin, FL 34698

David Stieh (CRD# 4151253) is an Investment Advisor Representative working at Client 1st Advisory Group in Dunedin, FL and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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